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 | $113,161 | $117,841-4.0% | $102,423+10.5% | $145,922-22.5% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 18.61% | 31.65%-13.0pp | 29.32%-10.7pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,874 | $3,615-48.1% | $3,023-38.0% | $4,660-59.8% |
| Participant deferral / active EE | $6,909 | $5,731+20.6% | $5,053+36.7% | $6,688+3.3% |
| Admin fee / account holder | $357 | $13,326-97.3% | $9,451-96.2% | $13,397-97.3% |