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 | $100,039 | $84,527+18.4% | $67,711+47.7% | $125,391-20.2% |
| Participation rate | 91.7% | 74.8%+16.9pp | 67.5%+24.1pp | 83.2%+8.5pp |
| Annual return | -1.61% | 2.57%-4.2pp | 25.41%-27.0pp | 282.22%-283.8pp |
| Employer contribution / active EE | $197 | $3,292-94.0% | $2,559-92.3% | $4,866-96.0% |
| Participant deferral / active EE | $6,782 | $4,429+53.1% | $3,585+89.2% | $5,352+26.7% |
| Admin fee / account holder | $1,555 | $5,340-70.9% | $4,255-63.4% | $9,540-83.7% |