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 | $96,876 | $99,877-3.0% | $84,966+14.0% | $145,922-33.6% |
| Participation rate | 90.5% | 74.1%+16.4pp | 67.5%+23.0pp | 80.3%+10.2pp |
| Annual return | 8.19% | 83.76%-75.6pp | 66.38%-58.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,676 | $3,231-17.2% | $2,727-1.9% | $4,660-42.6% |
| Participant deferral / active EE | $8,113 | $5,291+53.4% | $4,519+79.5% | $6,688+21.3% |
| Admin fee / account holder | $15,210 | $7,248+109.9% | $6,149+147.4% | $13,397+13.5% |