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 | $90,607 | $106,890-15.2% | $84,015+7.8% | $152,861-40.7% |
| Participation rate | 95.0% | 75.2%+19.8pp | 69.0%+26.0pp | 82.4%+12.6pp |
| Annual return | 17.80% | 104.99%-87.2pp | 71.31%-53.5pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,600 | $2,734-4.9% | $1,983+31.1% | $4,762-45.4% |
| Participant deferral / active EE | $1,966 | $4,011-51.0% | $3,239-39.3% | $5,850-66.4% |
| Admin fee / account holder | $5,242 | $8,285-36.7% | $6,101-14.1% | $11,596-54.8% |