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 | $92,690 | $106,890-13.3% | $84,015+10.3% | $152,861-39.4% |
| Participation rate | 82.6% | 75.2%+7.4pp | 69.0%+13.6pp | 82.4%+0.2pp |
| Annual return | 16.71% | 104.99%-88.3pp | 71.31%-54.6pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,561 | $2,734-42.9% | $1,983-21.3% | $4,762-67.2% |
| Participant deferral / active EE | $3,623 | $4,011-9.7% | $3,239+11.9% | $5,850-38.1% |
| Admin fee / account holder | $11,872 | $8,285+43.3% | $6,101+94.6% | $11,596+2.4% |