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 | $96,567 | $112,881-14.5% | $90,951+6.2% | $158,922-39.2% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+9.0pp |
| Annual return | 22.48% | 215.79%-193.3pp | 134.60%-112.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $2,088 | $2,893-27.8% | $2,122-1.6% | $4,761-56.1% |
| Participant deferral / active EE | $3,559 | $4,128-13.8% | $3,373+5.5% | $5,982-40.5% |
| Admin fee / account holder | $3,321 | $8,041-58.7% | $5,959-44.3% | $11,246-70.5% |