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 | $103,361 | $117,983-12.4% | $101,794+1.5% | $142,382-27.4% |
| Participation rate | 78.3% | 74.2%+4.0pp | 69.2%+9.1pp | 80.1%-1.9pp |
| Annual return | 12.40% | 36.92%-24.5pp | 30.53%-18.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,900 | $2,773-31.5% | $2,289-17.0% | $4,299-55.8% |
| Participant deferral / active EE | $4,518 | $4,714-4.1% | $4,084+10.6% | $6,507-30.6% |
| Admin fee / account holder | $1,509 | $10,433-85.5% | $8,777-82.8% | $12,624-88.0% |