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 | $84,127 | $77,634+8.4% | $156,549-46.3% | $62,891+33.8% |
| Participation rate | 90.0% | 71.2%+18.8pp | 84.0%+6.0pp | 69.3%+20.7pp |
| Annual return | 8.66% | 50.32%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,475 | $3,444-28.1% | $5,501-55.0% | $2,281+8.5% |
| Participant deferral / active EE | $3,580 | $3,045+17.5% | $4,871-26.5% | $3,203+11.8% |
| Admin fee / account holder | $16,648 | $5,561+199.4% | $13,027+27.8% | $4,296+287.6% |