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 | $49,645 | $58,851-15.6% | $115,157-56.9% | $72,985-32.0% |
| Participation rate | 88.9% | 65.5%+23.3pp | 75.9%+13.0pp | 69.5%+19.4pp |
| Annual return | 19.16% | 23.16%-4.0pp | 35.60%-16.4pp | 81.00%-61.8pp |
| Employer contribution / active EE | $889 | $1,798-50.6% | $3,179-72.0% | $2,440-63.6% |
| Participant deferral / active EE | $2,792 | $2,643+5.6% | $4,168-33.0% | $3,607-22.6% |
| Admin fee / account holder | $4,800 | $6,370-24.6% | $7,088-32.3% | $5,124-6.3% |