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 | $89,075 | $105,181-15.3% | $159,436-44.1% | $85,850+3.8% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 13.65% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,401 | $3,318-57.8% | $4,829-71.0% | $2,565-45.4% |
| Participant deferral / active EE | $6,294 | $5,945+5.9% | $7,352-14.4% | $3,952+59.3% |
| Admin fee / account holder | $2,044 | $6,933-70.5% | $10,799-81.1% | $6,260-67.3% |