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 | $91,847 | $102,382-10.3% | $147,005-37.5% | $80,874+13.6% |
| Participation rate | 87.0% | 75.8%+11.1pp | 82.2%+4.8pp | 67.6%+19.3pp |
| Annual return | 12.14% | 134.89%-122.8pp | 418.76%-406.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $2,098 | $3,715-43.5% | $4,934-57.5% | $2,756-23.8% |
| Participant deferral / active EE | $6,749 | $6,646+1.5% | $8,070-16.4% | $4,297+57.1% |
| Admin fee / account holder | $20,480 | $7,942+157.9% | $13,006+57.5% | $6,935+195.3% |