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 | $97,562 | $114,047-14.5% | $96,139+1.5% | $167,490-41.8% |
| Participation rate | 77.8% | 75.1%+2.7pp | 68.4%+9.3pp | 82.1%-4.3pp |
| Annual return | 10.81% | 189.88%-179.1pp | 191.94%-181.1pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,458 | $3,427-57.5% | $2,797-47.9% | $4,837-69.9% |
| Participant deferral / active EE | $6,736 | $5,194+29.7% | $4,349+54.9% | $6,341+6.2% |
| Admin fee / account holder | $9,904 | $6,897+43.6% | $5,537+78.9% | $12,309-19.5% |