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 | $72,782 | $65,703+10.8% | $94,224-22.8% | $59,632+22.1% |
| Participation rate | 97.3% | 72.1%+25.2pp | 78.8%+18.5pp | 68.7%+28.6pp |
| Annual return | 0.40% | 5.22%-4.8pp | 10.68%-10.3pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $844 | $2,021-58.3% | $3,587-76.5% | $2,203-61.7% |
| Participant deferral / active EE | $4,876 | $3,143+55.1% | $4,320+12.9% | $3,192+52.8% |
| Admin fee / account holder | $3,531 | $4,264-17.2% | $6,269-43.7% | $4,297-17.8% |