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 | $61,885 | $72,177-14.3% | $115,037-46.2% | $59,632+3.8% |
| Participation rate | 88.6% | 72.6%+16.0pp | 81.4%+7.2pp | 68.7%+19.9pp |
| Annual return | 11.09% | 12.02%-0.9pp | 26.14%-15.0pp | 2041.28%-2030.2pp |
| Employer contribution / active EE | $2,022 | $2,841-28.8% | $4,608-56.1% | $2,203-8.2% |
| Participant deferral / active EE | $7,000 | $4,783+46.4% | $6,026+16.2% | $3,192+119.3% |
| Admin fee / account holder | $8,800 | $4,927+78.6% | $8,175+7.6% | $4,297+104.8% |