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 | $100,149 | $95,971+4.4% | $74,550+34.3% | $135,375-26.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.20% | 56.96%-50.8pp | 32.53%-26.3pp | 519.73%-513.5pp |
| Employer contribution / active EE | $585 | $2,716-78.5% | $1,961-70.2% | $4,779-87.8% |
| Participant deferral / active EE | $4,895 | $3,843+27.4% | $3,108+57.5% | $5,609-12.7% |
| Admin fee / account holder | $37,207 | $6,522+470.5% | $5,060+635.4% | $10,827+243.6% |