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 | $74,905 | $72,177+3.8% | $115,037-34.9% | $59,632+25.6% |
| Participation rate | 86.5% | 72.6%+13.9pp | 81.4%+5.1pp | 68.7%+17.8pp |
| Annual return | -1.88% | 12.02%-13.9pp | 26.14%-28.0pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $12,292 | $4,783+157.0% | $6,026+104.0% | $3,192+285.1% |
| Admin fee / account holder | $1,778 | $4,927-63.9% | $8,175-78.3% | $4,297-58.6% |