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 | $106,391 | $104,907+1.4% | $84,611+25.7% | $152,861-30.4% |
| Participation rate | 88.2% | 74.8%+13.4pp | 68.2%+20.0pp | 82.4%+5.8pp |
| Annual return | 15.36% | 373.79%-358.4pp | 258.74%-243.4pp | 345.32%-330.0pp |
| Employer contribution / active EE | $1,471 | $3,302-55.5% | $2,652-44.6% | $4,762-69.1% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $40,906 | $6,241+555.5% | $4,912+732.7% | $11,596+252.7% |