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 | $59,815 | $108,172-44.7% | $77,482-22.8% | $158,922-62.4% |
| Participation rate | 90.0% | 64.4%+25.6pp | 54.2%+35.8pp | 82.0%+8.0pp |
| Annual return | 14.57% | 31.67%-17.1pp | 54.79%-40.2pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,018 | $1,325-23.1% | $986+3.2% | $4,761-78.6% |
| Participant deferral / active EE | $2,036 | $2,456-17.1% | $1,861+9.4% | $5,982-66.0% |
| Admin fee / account holder | $525 | $3,708-85.8% | $2,858-81.6% | $11,246-95.3% |