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 | $104,404 | $117,841-11.4% | $102,423+1.9% | $145,922-28.5% |
| Participation rate | 81.3% | 78.6%+2.7pp | 76.5%+4.8pp | 80.3%+1.0pp |
| Annual return | 11.61% | 31.65%-20.0pp | 29.32%-17.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,385 | $3,615-34.0% | $3,023-21.1% | $4,660-48.8% |
| Participant deferral / active EE | $6,713 | $5,731+17.1% | $5,053+32.9% | $6,688+0.4% |
| Admin fee / account holder | $592 | $13,326-95.6% | $9,451-93.7% | $13,397-95.6% |