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 | $81,722 | $65,041+25.6% | $90,951-10.1% | $79,858+2.3% |
| Participation rate | 73.8% | 61.6%+12.2pp | 69.0%+4.8pp | 69.6%+4.1pp |
| Annual return | 16.04% | 30.45%-14.4pp | 134.60%-118.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $375 | $1,247-69.9% | $2,122-82.3% | $2,471-84.8% |
| Participant deferral / active EE | $2,709 | $2,512+7.9% | $3,373-19.7% | $3,740-27.6% |
| Admin fee / account holder | $6,219 | $4,536+37.1% | $5,959+4.4% | $5,306+17.2% |