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 | $69,561 | $82,032-15.2% | $123,104-43.5% | $59,632+16.6% |
| Participation rate | 96.6% | 83.2%+13.4pp | 86.8%+9.8pp | 68.7%+27.9pp |
| Annual return | 0.88% | 5.12%-4.2pp | 13.22%-12.3pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $1,122 | $3,297-66.0% | $5,151-78.2% | $2,203-49.0% |
| Participant deferral / active EE | $4,310 | $4,667-7.6% | $6,230-30.8% | $3,192+35.0% |
| Admin fee / account holder | $5,265 | $5,881-10.5% | $9,015-41.6% | $4,297+22.5% |