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 | $91,377 | $78,422+16.5% | $95,952-4.8% | $79,858+14.4% |
| Participation rate | 86.0% | 73.5%+12.5pp | 77.1%+8.9pp | 69.6%+16.4pp |
| Annual return | 20.77% | 19.37%+1.4pp | 91.61%-70.8pp | 31.71%-10.9pp |
| Employer contribution / active EE | $602 | $1,945-69.0% | $2,541-76.3% | $2,471-75.6% |
| Participant deferral / active EE | $2,938 | $3,440-14.6% | $4,167-29.5% | $3,740-21.4% |
| Admin fee / account holder | $15,302 | $5,622+172.2% | $6,795+125.2% | $5,306+188.4% |