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 | $52,907 | $99,652-46.9% | $78,778-32.8% | $147,584-64.2% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 13.12% | 47.28%-34.2pp | 35.62%-22.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $690 | $2,796-75.3% | $1,986-65.3% | $4,876-85.9% |
| Participant deferral / active EE | $4,936 | $3,664+34.7% | $2,958+66.9% | $5,439-9.2% |
| Admin fee / account holder | $2,723 | $7,155-61.9% | $5,134-47.0% | $10,885-75.0% |