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 | $56,743 | $98,750-42.5% | $149,696-62.1% | $79,858-28.9% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.8pp |
| Annual return | 18.19% | 27.43%-9.2pp | 276.60%-258.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,064 | $3,216-35.8% | $4,644-55.6% | $2,471-16.5% |
| Participant deferral / active EE | $4,573 | $5,680-19.5% | $6,842-33.2% | $3,740+22.3% |
| Admin fee / account holder | $1,231 | $6,053-79.7% | $9,309-86.8% | $5,306-76.8% |