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 | $105,206 | $107,934-2.5% | $91,989+14.4% | $152,861-31.2% |
| Participation rate | 84.6% | 81.2%+3.4pp | 78.6%+6.0pp | 82.4%+2.2pp |
| Annual return | 24.74% | 89.24%-64.5pp | 69.02%-44.3pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,282 | $4,210-45.8% | $3,452-33.9% | $4,762-52.1% |
| Participant deferral / active EE | $4,663 | $6,364-26.7% | $5,923-21.3% | $5,850-20.3% |
| Admin fee / account holder | $7,752 | $10,520-26.3% | $7,743+0.1% | $11,596-33.2% |