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 | $95,931 | $111,724-14.1% | $93,606+2.5% | $145,922-34.3% |
| Participation rate | 82.6% | 74.2%+8.4pp | 68.7%+13.9pp | 80.3%+2.3pp |
| Annual return | 7.84% | 202.98%-195.1pp | 133.20%-125.4pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,721 | $3,090-44.3% | $2,420-28.9% | $4,660-63.1% |
| Participant deferral / active EE | $4,196 | $4,912-14.6% | $4,411-4.9% | $6,688-37.3% |
| Admin fee / account holder | $2,937 | $10,250-71.3% | $8,285-64.6% | $13,397-78.1% |