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 | $73,947 | $40,256+83.7% | $57,343+29.0% | $59,632+24.0% |
| Participation rate | 78.6% | 69.2%+9.4pp | 75.1%+3.5pp | 68.7%+9.9pp |
| Annual return | -1.30% | 27.49%-28.8pp | 24.39%-25.7pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $483 | $1,922-74.9% | $2,689-82.0% | $2,203-78.1% |
| Participant deferral / active EE | $3,546 | $2,399+47.8% | $3,162+12.1% | $3,192+11.1% |
| Admin fee / account holder | $319 | $2,818-88.7% | $3,356-90.5% | $4,297-92.6% |