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 | $90,336 | $106,515-15.2% | $96,683-6.6% | $139,434-35.2% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.3%+9.9pp | 80.3%+3.9pp |
| Annual return | 15.00% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,606 | $4,103-36.5% | $3,737-30.3% | $4,751-45.2% |
| Participant deferral / active EE | $5,137 | $5,454-5.8% | $4,878+5.3% | $6,710-23.4% |
| Admin fee / account holder | $38,634 | $7,877+390.5% | $6,730+474.1% | $11,403+238.8% |