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 | $30,670 | $65,703-53.3% | $94,224-67.4% | $59,632-48.6% |
| Participation rate | 72.9% | 72.1%+0.8pp | 78.8%-5.9pp | 68.7%+4.2pp |
| Annual return | 15.69% | 5.22%+10.5pp | 10.68%+5.0pp | 2041.28%-2025.6pp |
| Employer contribution / active EE | $831 | $2,021-58.9% | $3,587-76.8% | $2,203-62.3% |
| Participant deferral / active EE | $1,877 | $3,143-40.3% | $4,320-56.6% | $3,192-41.2% |
| Admin fee / account holder | $7,839 | $4,264+83.8% | $6,269+25.0% | $4,297+82.4% |