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 9-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 | $115,293 | $121,341-5.0% | $189,513-39.2% | $79,386+45.2% |
| Participation rate | 81.6% | 86.1%-4.6pp | 87.8%-6.3pp | 70.7%+10.8pp |
| Annual return | 16.16% | 21.08%-4.9pp | 555.15%-539.0pp | 116.85%-100.7pp |
| Employer contribution / active EE | $2,887 | $3,915-26.3% | $6,162-53.1% | $2,427+18.9% |
| Participant deferral / active EE | $8,672 | $6,395+35.6% | $8,221+5.5% | $4,046+114.4% |
| Admin fee / account holder | $5,310 | $651+715.2% | $12,045-55.9% | $626+747.6% |