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 | $134,514 | $78,422+71.5% | $95,952+40.2% | $79,858+68.4% |
| Participation rate | 79.5% | 73.5%+6.0pp | 77.1%+2.4pp | 69.6%+9.9pp |
| Annual return | 17.23% | 19.37%-2.1pp | 91.61%-74.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $710 | $1,945-63.5% | $2,541-72.0% | $2,471-71.2% |
| Participant deferral / active EE | $3,093 | $3,440-10.1% | $4,167-25.8% | $3,740-17.3% |
| Admin fee / account holder | $20,208 | $5,622+259.4% | $6,795+197.4% | $5,306+280.8% |