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 | $92,817 | $82,630+12.3% | $64,105+44.8% | $125,391-26.0% |
| Participation rate | 72.2% | 75.9%-3.6pp | 68.2%+4.1pp | 83.2%-11.0pp |
| Annual return | 0.37% | 1489.72%-1489.4pp | 791.24%-790.9pp | 282.22%-281.9pp |
| Employer contribution / active EE | $983 | $2,671-63.2% | $1,820-46.0% | $4,866-79.8% |
| Participant deferral / active EE | $5,509 | $3,608+52.7% | $2,822+95.2% | $5,352+2.9% |
| Admin fee / account holder | $17,146 | $6,382+168.7% | $4,499+281.1% | $9,540+79.7% |