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 | $91,833 | $106,890-14.1% | $84,015+9.3% | $152,861-39.9% |
| Participation rate | 81.8% | 75.2%+6.6pp | 69.0%+12.8pp | 82.4%-0.6pp |
| Annual return | 24.72% | 104.99%-80.3pp | 71.31%-46.6pp | 345.32%-320.6pp |
| Employer contribution / active EE | $602 | $2,734-78.0% | $1,983-69.6% | $4,762-87.4% |
| Participant deferral / active EE | $6,179 | $4,011+54.0% | $3,239+90.8% | $5,850+5.6% |
| Admin fee / account holder | $5,663 | $8,285-31.6% | $6,101-7.2% | $11,596-51.2% |