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 | $94,198 | $95,416-1.3% | $185,823-49.3% | $85,850+9.7% |
| Participation rate | 75.0% | 68.8%+6.2pp | 81.7%-6.7pp | 69.3%+5.7pp |
| Annual return | 15.12% | 23.59%-8.5pp | 122.05%-106.9pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,595 | $3,314-21.7% | $5,167-49.8% | $2,565+1.2% |
| Participant deferral / active EE | $6,658 | $3,423+94.5% | $5,568+19.6% | $3,952+68.5% |
| Admin fee / account holder | $22,172 | $7,213+207.4% | $16,237+36.6% | $6,260+254.2% |