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 | $109,424 | $72,177+51.6% | $115,037-4.9% | $59,632+83.5% |
| Participation rate | 78.9% | 72.6%+6.4pp | 81.4%-2.4pp | 68.7%+10.3pp |
| Annual return | -0.92% | 12.02%-12.9pp | 26.14%-27.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $657 | $2,841-76.9% | $4,608-85.7% | $2,203-70.2% |
| Participant deferral / active EE | $6,263 | $4,783+30.9% | $6,026+3.9% | $3,192+96.2% |
| Admin fee / account holder | $2,159 | $4,927-56.2% | $8,175-73.6% | $4,297-49.8% |