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 | $67,807 | $60,124+12.8% | $90,404-25.0% | $79,858-15.1% |
| Participation rate | 81.1% | 65.0%+16.1pp | 72.7%+8.4pp | 69.6%+11.4pp |
| Annual return | 12.39% | 71.94%-59.6pp | 1293.02%-1280.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $637 | $2,068-69.2% | $3,262-80.5% | $2,471-74.2% |
| Participant deferral / active EE | $3,077 | $2,938+4.7% | $3,963-22.4% | $3,740-17.7% |
| Admin fee / account holder | $459 | $3,976-88.5% | $5,611-91.8% | $5,306-91.4% |