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 | $97,308 | $104,974-7.3% | $95,585+1.8% | $142,382-31.7% |
| Participation rate | 78.6% | 75.0%+3.6pp | 72.1%+6.5pp | 80.1%-1.5pp |
| Annual return | 10.40% | 210.33%-199.9pp | 38.56%-28.2pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,595 | $2,779-42.6% | $2,527-36.9% | $4,299-62.9% |
| Participant deferral / active EE | $4,778 | $4,352+9.8% | $4,023+18.8% | $6,507-26.6% |
| Admin fee / account holder | $50,659 | $6,386+693.3% | $6,127+726.8% | $12,624+301.3% |