See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,736 | $106,890-46.9% | $84,015-32.5% | $152,861-62.9% |
| Participation rate | 78.6% | 75.2%+3.3pp | 69.0%+9.6pp | 82.4%-3.9pp |
| Annual return | 23.87% | 104.99%-81.1pp | 71.31%-47.4pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,333 | $2,734-14.7% | $1,983+17.6% | $4,762-51.0% |
| Participant deferral / active EE | $6,393 | $4,011+59.4% | $3,239+97.4% | $5,850+9.3% |
| Admin fee / account holder | $3,634 | $8,285-56.1% | $6,101-40.4% | $11,596-68.7% |