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 | $107,796 | $107,934-0.1% | $91,989+17.2% | $152,861-29.5% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.4%-2.4pp |
| Annual return | 20.29% | 89.24%-69.0pp | 69.02%-48.7pp | 345.32%-325.0pp |
| Employer contribution / active EE | $700 | $4,210-83.4% | $3,452-79.7% | $4,762-85.3% |
| Participant deferral / active EE | $2,843 | $6,364-55.3% | $5,923-52.0% | $5,850-51.4% |
| Admin fee / account holder | $612 | $10,520-94.2% | $7,743-92.1% | $11,596-94.7% |