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 | $98,583 | $176,812-44.2% | $146,665-32.8% | $167,490-41.1% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 29.65% | 24.03%+5.6pp | 22.74%+6.9pp | 478.56%-448.9pp |
| Employer contribution / active EE | $1,429 | $5,160-72.3% | $4,136-65.5% | $4,837-70.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,989 | $13,259-85.0% | $10,280-80.7% | $12,309-83.8% |