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 | $120,019 | $106,890+12.3% | $84,015+42.9% | $152,861-21.5% |
| Participation rate | 95.8% | 75.2%+20.6pp | 69.0%+26.8pp | 82.4%+13.4pp |
| Annual return | 21.52% | 104.99%-83.5pp | 71.31%-49.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,416 | $2,734-48.2% | $1,983-28.6% | $4,762-70.3% |
| Participant deferral / active EE | $3,893 | $4,011-3.0% | $3,239+20.2% | $5,850-33.5% |
| Admin fee / account holder | $1,886 | $8,285-77.2% | $6,101-69.1% | $11,596-83.7% |