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 | $78,884 | $52,681+49.7% | $75,781+4.1% | $59,632+32.3% |
| Participation rate | 81.1% | 67.2%+13.9pp | 75.8%+5.3pp | 68.7%+12.4pp |
| Annual return | 1.27% | 2.95%-1.7pp | 9.68%-8.4pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,490 | $2,591-3.9% | $3,651-31.8% | $3,192-22.0% |
| Admin fee / account holder | $8,857 | $3,610+145.4% | $5,299+67.1% | $4,297+106.1% |