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 | $69,213 | $72,177-4.1% | $115,037-39.8% | $59,632+16.1% |
| Participation rate | 97.3% | 72.6%+24.8pp | 81.4%+16.0pp | 68.7%+28.7pp |
| Annual return | -1.53% | 12.02%-13.5pp | 26.14%-27.7pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $924 | $2,841-67.5% | $4,608-79.9% | $2,203-58.0% |
| Participant deferral / active EE | $7,390 | $4,783+54.5% | $6,026+22.6% | $3,192+131.6% |
| Admin fee / account holder | $2,196 | $4,927-55.4% | $8,175-73.1% | $4,297-48.9% |