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 | $58,221 | $48,230+20.7% | $67,502-13.7% | $80,856-28.0% |
| Participation rate | 78.6% | 66.4%+12.2pp | 72.9%+5.7pp | 67.6%+10.9pp |
| Annual return | 11.84% | 18.28%-6.4pp | 3512.12%-3500.3pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,505 | $2,020-25.5% | $2,731-44.9% | $2,755-45.4% |
| Participant deferral / active EE | $4,044 | $2,924+38.3% | $4,000+1.1% | $4,296-5.9% |
| Admin fee / account holder | $9,706 | $3,681+163.7% | $3,998+142.8% | $6,918+40.3% |