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 | $99,753 | $98,750+1.0% | $149,696-33.4% | $79,858+24.9% |
| Participation rate | 91.5% | 75.8%+15.8pp | 82.5%+9.0pp | 69.6%+21.9pp |
| Annual return | 17.59% | 27.43%-9.8pp | 276.60%-259.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $840 | $3,216-73.9% | $4,644-81.9% | $2,471-66.0% |
| Participant deferral / active EE | $4,857 | $5,680-14.5% | $6,842-29.0% | $3,740+29.9% |
| Admin fee / account holder | $18,011 | $6,053+197.6% | $9,309+93.5% | $5,306+239.4% |