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 | $103,844 | $117,841-11.9% | $102,423+1.4% | $145,922-28.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 16.50% | 31.65%-15.1pp | 29.32%-12.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,283 | $3,615-36.8% | $3,023-24.5% | $4,660-51.0% |
| Participant deferral / active EE | $3,016 | $5,731-47.4% | $5,053-40.3% | $6,688-54.9% |
| Admin fee / account holder | $364 | $13,326-97.3% | $9,451-96.1% | $13,397-97.3% |