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 | $47,569 | $45,566+4.4% | $64,105-25.8% | $59,632-20.2% |
| Participation rate | 82.4% | 60.2%+22.2pp | 68.2%+14.2pp | 68.7%+13.7pp |
| Annual return | 0.63% | 4.95%-4.3pp | 791.24%-790.6pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $689 | $934-26.3% | $1,820-62.2% | $2,203-68.7% |
| Participant deferral / active EE | $2,156 | $2,057+4.8% | $2,822-23.6% | $3,192-32.5% |
| Admin fee / account holder | $1,391 | $3,268-57.4% | $4,499-69.1% | $4,297-67.6% |