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 | $105,970 | $78,705+34.6% | $117,854-10.1% | $70,131+51.1% |
| Participation rate | 70.3% | 73.2%-2.9pp | 79.7%-9.4pp | 69.5%+0.7pp |
| Annual return | 14.85% | 23.30%-8.4pp | 335.08%-320.2pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,047 | $2,223-52.9% | $3,786-72.3% | $2,342-55.3% |
| Participant deferral / active EE | $2,839 | $3,297-13.9% | $4,482-36.7% | $3,332-14.8% |
| Admin fee / account holder | $46,094 | $5,065+810.0% | $8,020+474.7% | $4,645+892.3% |