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 | $67,350 | $117,841-42.8% | $102,423-34.2% | $145,922-53.8% |
| Participation rate | 89.5% | 78.6%+10.9pp | 76.5%+13.0pp | 80.3%+9.2pp |
| Annual return | 11.50% | 31.65%-20.1pp | 29.32%-17.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,807 | $5,731-33.6% | $5,053-24.7% | $6,688-43.1% |
| Admin fee / account holder | $655 | $13,326-95.1% | $9,451-93.1% | $13,397-95.1% |