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 | $98,113 | $110,809-11.5% | $86,874+12.9% | $167,490-41.4% |
| Participation rate | 76.5% | 75.8%+0.7pp | 71.6%+4.8pp | 82.1%-5.6pp |
| Annual return | 13.21% | 116.98%-103.8pp | 63.52%-50.3pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,929 | $3,244-9.7% | $2,495+17.4% | $4,837-39.5% |
| Participant deferral / active EE | $3,583 | $4,546-21.2% | $3,699-3.1% | $6,341-43.5% |
| Admin fee / account holder | $745 | $8,415-91.2% | $5,828-87.2% | $12,309-94.0% |