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 | $102,595 | $98,750+3.9% | $149,696-31.5% | $79,858+28.5% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.5%-8.1pp | 69.6%+4.8pp |
| Annual return | 16.08% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,552 | $3,216-51.7% | $4,644-66.6% | $2,471-37.2% |
| Participant deferral / active EE | $6,707 | $5,680+18.1% | $6,842-2.0% | $3,740+79.3% |
| Admin fee / account holder | $12,313 | $6,053+103.4% | $9,309+32.3% | $5,306+132.1% |