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 | $108,366 | $117,841-8.0% | $102,423+5.8% | $145,922-25.7% |
| Participation rate | 79.2% | 78.6%+0.6pp | 76.5%+2.7pp | 80.3%-1.1pp |
| Annual return | 13.25% | 31.65%-18.4pp | 29.32%-16.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $6,250 | $3,615+72.9% | $3,023+106.7% | $4,660+34.1% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,123 | $13,326-91.6% | $9,451-88.1% | $13,397-91.6% |