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 | $108,451 | $113,935-4.8% | $94,224+15.1% | $125,391-13.5% |
| Participation rate | 85.7% | 82.9%+2.8pp | 78.8%+6.9pp | 83.2%+2.5pp |
| Annual return | 1.52% | 5.29%-3.8pp | 10.68%-9.2pp | 282.22%-280.7pp |
| Employer contribution / active EE | $1,522 | $4,727-67.8% | $3,587-57.6% | $4,866-68.7% |
| Participant deferral / active EE | $4,192 | $5,179-19.0% | $4,320-3.0% | $5,352-21.7% |
| Admin fee / account holder | $64,631 | $8,391+670.2% | $6,269+931.0% | $9,540+577.4% |