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 | $84,245 | $74,927+12.4% | $101,794-17.2% | $84,808-0.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 13.93% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $782 | $1,522-48.6% | $2,289-65.8% | $2,631-70.3% |
| Participant deferral / active EE | $4,806 | $3,099+55.1% | $4,084+17.7% | $4,212+14.1% |
| Admin fee / account holder | $18,101 | $6,514+177.9% | $8,777+106.2% | $7,344+146.5% |