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 | $63,188 | $40,256+57.0% | $57,343+10.2% | $59,632+6.0% |
| Participation rate | 70.6% | 69.2%+1.4pp | 75.1%-4.5pp | 68.7%+1.9pp |
| Annual return | -0.79% | 27.49%-28.3pp | 24.39%-25.2pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $2,025 | $1,922+5.4% | $2,689-24.7% | $2,203-8.1% |
| Participant deferral / active EE | $5,992 | $2,399+149.7% | $3,162+89.5% | $3,192+87.7% |
| Admin fee / account holder | $14,548 | $2,818+416.3% | $3,356+333.5% | $4,297+238.6% |