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 | $64,842 | $87,733-26.1% | $106,548-39.1% | $85,850-24.5% |
| Participation rate | 79.3% | 71.9%+7.4pp | 76.1%+3.2pp | 69.3%+10.0pp |
| Annual return | 12.58% | 21.86%-9.3pp | 26.80%-14.2pp | 318.53%-305.9pp |
| Employer contribution / active EE | $553 | $2,073-73.3% | $2,819-80.4% | $2,565-78.4% |
| Participant deferral / active EE | $4,235 | $3,469+22.1% | $4,398-3.7% | $3,952+7.2% |
| Admin fee / account holder | $3,865 | $6,767-42.9% | $7,407-47.8% | $6,260-38.3% |