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 | $95,326 | $91,190+4.5% | $178,490-46.6% | $79,858+19.4% |
| Participation rate | 78.8% | 69.2%+9.6pp | 81.9%-3.1pp | 69.6%+9.2pp |
| Annual return | 13.37% | 24.19%-10.8pp | 151.07%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,065 | $3,256-36.6% | $5,011-58.8% | $2,471-16.4% |
| Participant deferral / active EE | $5,186 | $3,236+60.2% | $5,202-0.3% | $3,740+38.7% |
| Admin fee / account holder | $21,386 | $6,751+216.8% | $13,984+52.9% | $5,306+303.0% |