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 | $60,139 | $72,770-17.4% | $67,652-11.1% | $55,191+9.0% |
| Participation rate | 95.3% | 78.8%+16.5pp | 75.7%+19.6pp | 69.2%+26.1pp |
| Annual return | 170.08% | -3.26%+173.3pp | 6625.04%-6455.0pp | 10.78%+159.3pp |
| Employer contribution / active EE | $896 | $1,769-49.4% | $2,266-60.5% | $1,899-52.8% |
| Participant deferral / active EE | $2,612 | $3,408-23.4% | $3,560-26.6% | $3,046-14.3% |
| Admin fee / account holder | $1,457 | $79+1748.6% | $4,821-69.8% | $91+1504.9% |