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 | $99,313 | $118,849-16.4% | $96,562+2.8% | $167,490-40.7% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 10.73% | 50.49%-39.8pp | 37.78%-27.1pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,955 | $3,120-37.3% | $2,356-17.0% | $4,837-59.6% |
| Participant deferral / active EE | $5,917 | $4,616+28.2% | $3,849+53.7% | $6,341-6.7% |
| Admin fee / account holder | $63,054 | $8,065+681.8% | $6,181+920.2% | $12,309+412.3% |