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 | $98,931 | $118,919-16.8% | $88,538+11.7% | $152,861-35.3% |
| Participation rate | 75.0% | 73.4%+1.6pp | 68.7%+6.3pp | 82.4%-7.4pp |
| Annual return | 19.91% | 47.92%-28.0pp | 43.64%-23.7pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,089 | $2,669-21.7% | $2,098-0.4% | $4,762-56.1% |
| Participant deferral / active EE | $3,805 | $3,549+7.2% | $2,914+30.6% | $5,850-35.0% |
| Admin fee / account holder | $16,260 | $5,876+176.7% | $4,310+277.2% | $11,596+40.2% |