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 | $70,822 | $69,207+2.3% | $64,056+10.6% | $139,434-49.2% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 17.29% | 45.88%-28.6pp | 33.69%-16.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,976 | $3,182-6.5% | $2,747+8.4% | $4,751-37.4% |
| Participant deferral / active EE | $5,623 | $4,682+20.1% | $3,880+44.9% | $6,710-16.2% |
| Admin fee / account holder | $32,975 | $4,244+677.0% | $3,068+974.7% | $11,403+189.2% |