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 | $99,023 | $118,849-16.7% | $96,562+2.5% | $167,490-40.9% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 12.17% | 50.49%-38.3pp | 37.78%-25.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $2,278 | $3,120-27.0% | $2,356-3.3% | $4,837-52.9% |
| Participant deferral / active EE | $5,653 | $4,616+22.5% | $3,849+46.9% | $6,341-10.9% |
| Admin fee / account holder | $20,945 | $8,065+159.7% | $6,181+238.9% | $12,309+70.2% |