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 | $92,230 | $96,484-4.4% | $75,886+21.5% | $152,861-39.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 15.13% | 33.98%-18.8pp | 30.76%-15.6pp | 345.32%-330.2pp |
| Employer contribution / active EE | $2,047 | $3,309-38.2% | $2,500-18.1% | $4,762-57.0% |
| Participant deferral / active EE | $6,209 | $4,553+36.4% | $3,603+72.3% | $5,850+6.1% |
| Admin fee / account holder | $22,381 | $8,078+177.1% | $5,418+313.1% | $11,596+93.0% |