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 | $45,093 | $117,841-61.7% | $102,423-56.0% | $145,922-69.1% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 21.39% | 31.65%-10.3pp | 29.32%-7.9pp | 561.29%-539.9pp |
| Employer contribution / active EE | $2,582 | $3,615-28.6% | $3,023-14.6% | $4,660-44.6% |
| Participant deferral / active EE | $5,786 | $5,731+1.0% | $5,053+14.5% | $6,688-13.5% |
| Admin fee / account holder | $1,849 | $13,326-86.1% | $9,451-80.4% | $13,397-86.2% |