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 | $110,096 | $117,841-6.6% | $102,423+7.5% | $145,922-24.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.70% | 31.65%-20.9pp | 29.32%-18.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,306 | $3,615-8.5% | $3,023+9.4% | $4,660-29.0% |
| Participant deferral / active EE | $4,835 | $5,731-15.6% | $5,053-4.3% | $6,688-27.7% |
| Admin fee / account holder | $2,341 | $13,326-82.4% | $9,451-75.2% | $13,397-82.5% |