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 | $97,797 | $89,753+9.0% | $107,525-9.0% | $84,808+15.3% |
| Participation rate | 72.2% | 68.1%+4.2pp | 75.1%-2.9pp | 68.3%+3.9pp |
| Annual return | 14.33% | 29.48%-15.1pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,022 | $3,113-35.1% | $3,754-46.1% | $2,631-23.1% |
| Participant deferral / active EE | $3,496 | $4,056-13.8% | $5,116-31.7% | $4,212-17.0% |
| Admin fee / account holder | $23,962 | $7,222+231.8% | $8,919+168.7% | $7,344+226.3% |