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 | $60,504 | $98,750-38.7% | $149,696-59.6% | $79,858-24.2% |
| Participation rate | 76.3% | 75.8%+0.5pp | 82.5%-6.2pp | 69.6%+6.6pp |
| Annual return | 14.02% | 27.43%-13.4pp | 276.60%-262.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $911 | $3,216-71.7% | $4,644-80.4% | $2,471-63.1% |
| Participant deferral / active EE | $4,316 | $5,680-24.0% | $6,842-36.9% | $3,740+15.4% |
| Admin fee / account holder | $2,330 | $6,053-61.5% | $9,309-75.0% | $5,306-56.1% |