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 | $66,743 | $96,635-30.9% | $86,612-22.9% | $139,434-52.1% |
| Participation rate | 84.6% | 74.4%+10.2pp | 71.7%+12.9pp | 80.3%+4.3pp |
| Annual return | 20.40% | 106.41%-86.0pp | 591.07%-570.7pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,926 | $3,263-10.3% | $3,022-3.2% | $4,751-38.4% |
| Participant deferral / active EE | $5,812 | $4,836+20.2% | $4,438+31.0% | $6,710-13.4% |
| Admin fee / account holder | $2,019 | $6,408-68.5% | $5,614-64.0% | $11,403-82.3% |