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 | $81,157 | $46,553+74.3% | $64,056+26.7% | $75,163+8.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.88% | 26.03%-10.2pp | 33.69%-17.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $892 | $1,974-54.8% | $2,747-67.5% | $2,670-66.6% |
| Participant deferral / active EE | $2,630 | $2,837-7.3% | $3,880-32.2% | $4,125-36.2% |
| Admin fee / account holder | $8,144 | $2,952+175.9% | $3,068+165.4% | $5,651+44.1% |