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 | $86,471 | $98,750-12.4% | $149,696-42.2% | $79,858+8.3% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.5%+10.7pp | 69.6%+23.5pp |
| Annual return | 18.81% | 27.43%-8.6pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $833 | $3,216-74.1% | $4,644-82.1% | $2,471-66.3% |
| Participant deferral / active EE | $5,499 | $5,680-3.2% | $6,842-19.6% | $3,740+47.0% |
| Admin fee / account holder | $19,608 | $6,053+224.0% | $9,309+110.6% | $5,306+269.5% |