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 | $95,270 | $127,264-25.1% | $109,895-13.3% | $167,490-43.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.2%+14.7pp | 82.1%+6.8pp |
| Annual return | 11.64% | 22.97%-11.3pp | 29.45%-17.8pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,660 | $3,322-50.0% | $2,842-41.6% | $4,837-65.7% |
| Participant deferral / active EE | $4,898 | $4,514+8.5% | $4,048+21.0% | $6,341-22.8% |
| Admin fee / account holder | $35,246 | $7,114+395.4% | $6,066+481.1% | $12,309+186.3% |