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 | $91,773 | $112,881-18.7% | $90,951+0.9% | $158,922-42.3% |
| Participation rate | 81.8% | 74.7%+7.1pp | 69.0%+12.8pp | 82.0%-0.1pp |
| Annual return | 9.66% | 215.79%-206.1pp | 134.60%-124.9pp | 302.83%-293.2pp |
| Employer contribution / active EE | $4,545 | $2,893+57.1% | $2,122+114.2% | $4,761-4.5% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $60,403 | $8,041+651.2% | $5,959+913.7% | $11,246+437.1% |