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 | $59,903 | $106,890-44.0% | $84,015-28.7% | $152,861-60.8% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 17.27% | 104.99%-87.7pp | 71.31%-54.0pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,117 | $2,734-59.1% | $1,983-43.7% | $4,762-76.5% |
| Participant deferral / active EE | $3,271 | $4,011-18.5% | $3,239+1.0% | $5,850-44.1% |
| Admin fee / account holder | $2,288 | $8,285-72.4% | $6,101-62.5% | $11,596-80.3% |