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 | $96,732 | $127,777-24.3% | $106,548-9.2% | $167,490-42.2% |
| Participation rate | 78.6% | 78.3%+0.3pp | 76.1%+2.4pp | 82.1%-3.5pp |
| Annual return | 21.16% | 33.87%-12.7pp | 26.80%-5.6pp | 478.56%-457.4pp |
| Employer contribution / active EE | $1,732 | $3,427-49.5% | $2,819-38.6% | $4,837-64.2% |
| Participant deferral / active EE | $3,699 | $5,087-27.3% | $4,398-15.9% | $6,341-41.7% |
| Admin fee / account holder | $317,875 | $11,228+2731.1% | $7,407+4191.4% | $12,309+2482.5% |