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 | $48,936 | $63,346-22.7% | $92,233-46.9% | $70,131-30.2% |
| Participation rate | 72.5% | 68.7%+3.8pp | 76.5%-4.0pp | 69.5%+3.0pp |
| Annual return | 19.07% | 530.12%-511.0pp | 176.28%-157.2pp | 73.14%-54.1pp |
| Employer contribution / active EE | $970 | $2,471-60.8% | $3,679-73.6% | $2,342-58.6% |
| Participant deferral / active EE | $4,340 | $2,854+52.1% | $3,897+11.4% | $3,332+30.3% |
| Admin fee / account holder | $812 | $3,840-78.9% | $5,194-84.4% | $4,645-82.5% |