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 | $94,774 | $52,903+79.1% | $73,307+29.3% | $59,632+58.9% |
| Participation rate | 83.3% | 68.2%+15.1pp | 74.9%+8.4pp | 68.7%+14.7pp |
| Annual return | -0.06% | 12.20%-12.3pp | 5.67%-5.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $365 | $1,909-80.9% | $3,237-88.7% | $2,203-83.4% |
| Participant deferral / active EE | $2,499 | $4,069-38.6% | $4,991-49.9% | $3,192-21.7% |
| Admin fee / account holder | $2,222 | $3,834-42.0% | $5,637-60.6% | $4,297-48.3% |