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 | $63,733 | $98,750-35.5% | $149,696-57.4% | $79,858-20.2% |
| Participation rate | 70.5% | 75.8%-5.3pp | 82.5%-12.0pp | 69.6%+0.8pp |
| Annual return | 17.83% | 27.43%-9.6pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,075 | $3,216-35.5% | $4,644-55.3% | $2,471-16.0% |
| Participant deferral / active EE | $5,973 | $5,680+5.1% | $6,842-12.7% | $3,740+59.7% |
| Admin fee / account holder | $408 | $6,053-93.3% | $9,309-95.6% | $5,306-92.3% |