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 | $68,045 | $89,652-24.1% | $141,162-51.8% | $65,185+4.4% |
| Participation rate | 89.5% | 74.7%+14.8pp | 82.5%+7.0pp | 70.2%+19.3pp |
| Annual return | 26.08% | 32.79%-6.7pp | 71.39%-45.3pp | 29.38%-3.3pp |
| Employer contribution / active EE | $1,975 | $3,065-35.6% | $4,735-58.3% | $2,177-9.3% |
| Participant deferral / active EE | $5,843 | $5,691+2.7% | $6,709-12.9% | $3,514+66.3% |
| Admin fee / account holder | $1,925 | $569+238.6% | $10,261-81.2% | $847+127.3% |