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 | $90,050 | $91,552-1.6% | $133,956-32.8% | $79,858+12.8% |
| Participation rate | 71.8% | 73.3%-1.6pp | 79.8%-8.0pp | 69.6%+2.2pp |
| Annual return | 10.37% | 61.85%-51.5pp | 45.09%-34.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,576 | $3,733-4.2% | $5,048-29.2% | $3,740-4.4% |
| Admin fee / account holder | $17,369 | $6,321+174.8% | $8,927+94.6% | $5,306+227.3% |