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 | $93,305 | $101,069-7.7% | $81,478+14.5% | $147,584-36.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 68.0%+19.5pp | 82.8%+4.7pp |
| Annual return | 13.46% | 32.40%-18.9pp | 38.78%-25.3pp | 578.55%-565.1pp |
| Employer contribution / active EE | $6,347 | $3,205+98.0% | $2,568+147.2% | $4,876+30.2% |
| Participant deferral / active EE | $3,667 | $4,242-13.6% | $3,537+3.7% | $5,439-32.6% |
| Admin fee / account holder | $8,800 | $5,812+51.4% | $4,561+92.9% | $10,885-19.2% |