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 | $90,371 | $89,355+1.1% | $141,162-36.0% | $72,985+23.8% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 21.43% | 111.85%-90.4pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,265 | $3,114-27.3% | $4,735-52.2% | $2,440-7.2% |
| Participant deferral / active EE | $5,568 | $5,418+2.8% | $6,709-17.0% | $3,607+54.3% |
| Admin fee / account holder | $14,233 | $5,958+138.9% | $10,261+38.7% | $5,124+177.7% |