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 | $95,198 | $109,881-13.4% | $150,045-36.6% | $84,808+12.3% |
| Participation rate | 76.6% | 76.1%+0.5pp | 82.3%-5.7pp | 68.3%+8.3pp |
| Annual return | 14.26% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,924 | $6,636-40.9% | $7,997-50.9% | $4,212-6.8% |
| Admin fee / account holder | $10,482 | $8,568+22.3% | $13,435-22.0% | $7,344+42.7% |