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 6-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 | $83,059 | $106,890-22.3% | $84,015-1.1% | $152,861-45.7% |
| Participation rate | 82.4% | 75.2%+7.1pp | 69.0%+13.3pp | 82.4%-0.1pp |
| Annual return | 14.91% | 104.99%-90.1pp | 71.31%-56.4pp | 345.32%-330.4pp |
| Employer contribution / active EE | $534 | $2,734-80.5% | $1,983-73.1% | $4,762-88.8% |
| Participant deferral / active EE | $2,326 | $4,011-42.0% | $3,239-28.2% | $5,850-60.2% |
| Admin fee / account holder | $94,929 | $8,285+1045.8% | $6,101+1456.0% | $11,596+718.6% |