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 | $83,469 | $58,512+42.7% | $84,015-0.6% | $72,985+14.4% |
| Participation rate | 79.7% | 61.2%+18.5pp | 69.0%+10.7pp | 69.5%+10.2pp |
| Annual return | 18.70% | 28.93%-10.2pp | 71.31%-52.6pp | 81.00%-62.3pp |
| Employer contribution / active EE | $273 | $1,163-76.5% | $1,983-86.2% | $2,440-88.8% |
| Participant deferral / active EE | $4,014 | $2,394+67.7% | $3,239+23.9% | $3,607+11.3% |
| Admin fee / account holder | $11,698 | $4,569+156.0% | $6,101+91.8% | $5,124+128.3% |