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 | $113,817 | $117,841-3.4% | $102,423+11.1% | $145,922-22.0% |
| Participation rate | 89.5% | 78.6%+10.9pp | 76.5%+13.0pp | 80.3%+9.2pp |
| Annual return | 10.81% | 31.65%-20.8pp | 29.32%-18.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,922 | $3,615-19.2% | $3,023-3.3% | $4,660-37.3% |
| Participant deferral / active EE | $3,948 | $5,731-31.1% | $5,053-21.9% | $6,688-41.0% |
| Admin fee / account holder | $6,602 | $13,326-50.5% | $9,451-30.1% | $13,397-50.7% |