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 | $83,711 | $72,177+16.0% | $115,037-27.2% | $59,632+40.4% |
| Participation rate | 82.1% | 72.6%+9.6pp | 81.4%+0.8pp | 68.7%+13.5pp |
| Annual return | 0.52% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $1,838 | $2,841-35.3% | $4,608-60.1% | $2,203-16.5% |
| Participant deferral / active EE | $4,715 | $4,783-1.4% | $6,026-21.8% | $3,192+47.7% |
| Admin fee / account holder | $572 | $4,927-88.4% | $8,175-93.0% | $4,297-86.7% |