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 | $60,315 | $108,172-44.2% | $77,482-22.2% | $158,922-62.0% |
| Participation rate | 77.8% | 64.4%+13.4pp | 54.2%+23.6pp | 82.0%-4.2pp |
| Annual return | 26.00% | 31.67%-5.7pp | 54.79%-28.8pp | 302.83%-276.8pp |
| Employer contribution / active EE | $1,331 | $1,325+0.5% | $986+34.9% | $4,761-72.0% |
| Participant deferral / active EE | $4,082 | $2,456+66.2% | $1,861+119.3% | $5,982-31.8% |
| Admin fee / account holder | $3,056 | $3,708-17.6% | $2,858+6.9% | $11,246-72.8% |