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 | $96,452 | $98,750-2.3% | $149,696-35.6% | $79,858+20.8% |
| Participation rate | 84.5% | 75.8%+8.7pp | 82.5%+2.0pp | 69.6%+14.8pp |
| Annual return | 19.38% | 27.43%-8.0pp | 276.60%-257.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,787 | $5,680+1.9% | $6,842-15.4% | $3,740+54.7% |
| Admin fee / account holder | $1,646 | $6,053-72.8% | $9,309-82.3% | $5,306-69.0% |