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 | $64,495 | $117,859-45.3% | $102,438-37.0% | $145,959-55.8% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 11.55% | 31.72%-20.2pp | 29.37%-17.8pp | 561.95%-550.4pp |
| Employer contribution / active EE | $2,016 | $3,615-44.2% | $3,024-33.3% | $4,661-56.8% |
| Participant deferral / active EE | $1,946 | $5,732-66.1% | $5,054-61.5% | $6,689-70.9% |
| Admin fee / account holder | $996 | $13,318-92.5% | $9,448-89.5% | $13,398-92.6% |