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 | $85,453 | $95,971-11.0% | $74,550+14.6% | $135,375-36.9% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | 0.85% | 56.96%-56.1pp | 32.53%-31.7pp | 519.73%-518.9pp |
| Employer contribution / active EE | $1,716 | $2,716-36.8% | $1,961-12.5% | $4,779-64.1% |
| Participant deferral / active EE | $3,127 | $3,843-18.6% | $3,108+0.6% | $5,609-44.2% |
| Admin fee / account holder | $2,969 | $6,522-54.5% | $5,060-41.3% | $10,827-72.6% |