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 | $106,143 | $99,652+6.5% | $78,778+34.7% | $147,584-28.1% |
| Participation rate | 94.7% | 76.2%+18.5pp | 69.2%+25.5pp | 82.8%+11.9pp |
| Annual return | 12.05% | 47.28%-35.2pp | 35.62%-23.6pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,977 | $2,796-29.3% | $1,986-0.4% | $4,876-59.5% |
| Participant deferral / active EE | $5,128 | $3,664+40.0% | $2,958+73.3% | $5,439-5.7% |
| Admin fee / account holder | $4,457 | $7,155-37.7% | $5,134-13.2% | $10,885-59.1% |