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 | $93,314 | $70,428+32.5% | $96,562-3.4% | $85,850+8.7% |
| Participation rate | 76.8% | 61.8%+15.0pp | 69.8%+7.0pp | 69.3%+7.5pp |
| Annual return | 12.43% | 18.59%-6.2pp | 37.78%-25.4pp | 318.53%-306.1pp |
| Employer contribution / active EE | $297 | $1,413-79.0% | $2,356-87.4% | $2,565-88.4% |
| Participant deferral / active EE | $3,326 | $2,894+14.9% | $3,849-13.6% | $3,952-15.8% |
| Admin fee / account holder | $3,170 | $4,997-36.6% | $6,181-48.7% | $6,260-49.4% |