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 | $75,471 | $108,172-30.2% | $77,482-2.6% | $158,922-52.5% |
| Participation rate | 93.3% | 64.4%+28.9pp | 54.2%+39.1pp | 82.0%+11.4pp |
| Annual return | 10.01% | 31.67%-21.7pp | 54.79%-44.8pp | 302.83%-292.8pp |
| Employer contribution / active EE | $403 | $1,325-69.6% | $986-59.2% | $4,761-91.5% |
| Participant deferral / active EE | $3,210 | $2,456+30.7% | $1,861+72.5% | $5,982-46.3% |
| Admin fee / account holder | $2,535 | $3,708-31.6% | $2,858-11.3% | $11,246-77.5% |