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 | $109,543 | $117,859-7.1% | $102,438+6.9% | $145,959-24.9% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 21.35% | 31.72%-10.4pp | 29.37%-8.0pp | 561.95%-540.6pp |
| Employer contribution / active EE | $1,365 | $3,615-62.2% | $3,024-54.8% | $4,661-70.7% |
| Participant deferral / active EE | $7,387 | $5,732+28.9% | $5,054+46.2% | $6,689+10.4% |
| Admin fee / account holder | $845 | $13,318-93.7% | $9,448-91.1% | $13,398-93.7% |