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 | $88,496 | $99,652-11.2% | $78,778+12.3% | $147,584-40.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.77% | 47.28%-27.5pp | 35.62%-15.8pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,764 | $2,796-36.9% | $1,986-11.1% | $4,876-63.8% |
| Participant deferral / active EE | $5,610 | $3,664+53.1% | $2,958+89.6% | $5,439+3.2% |
| Admin fee / account holder | $513 | $7,155-92.8% | $5,134-90.0% | $10,885-95.3% |