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 | $98,948 | $116,175-14.8% | $93,606+5.7% | $152,861-35.3% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 21.47% | 35.96%-14.5pp | 32.76%-11.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,249 | $3,218+1.0% | $2,718+19.5% | $4,762-31.8% |
| Participant deferral / active EE | $5,794 | $4,603+25.9% | $4,069+42.4% | $5,850-1.0% |
| Admin fee / account holder | $28,412 | $10,748+164.3% | $7,888+260.2% | $11,596+145.0% |