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 | $41,165 | $117,841-65.1% | $102,423-59.8% | $145,922-71.8% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 21.33% | 31.65%-10.3pp | 29.32%-8.0pp | 561.29%-540.0pp |
| Employer contribution / active EE | $2,352 | $3,615-34.9% | $3,023-22.2% | $4,660-49.5% |
| Participant deferral / active EE | $3,180 | $5,731-44.5% | $5,053-37.1% | $6,688-52.4% |
| Admin fee / account holder | $25,544 | $13,326+91.7% | $9,451+170.3% | $13,397+90.7% |