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 | $93,951 | $105,859-11.2% | $90,160+4.2% | $147,584-36.3% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 16.42% | 37.63%-21.2pp | 34.88%-18.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,359 | $4,126-67.1% | $3,318-59.0% | $4,876-72.1% |
| Participant deferral / active EE | $7,100 | $5,733+23.8% | $5,288+34.3% | $5,439+30.5% |
| Admin fee / account holder | $17,745 | $8,046+120.5% | $5,943+198.6% | $10,885+63.0% |