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 | $46,043 | $98,750-53.4% | $149,696-69.2% | $79,858-42.3% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.5%-11.9pp | 69.6%+1.0pp |
| Annual return | 14.24% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,310 | $3,216-28.2% | $4,644-50.3% | $2,471-6.5% |
| Participant deferral / active EE | $4,586 | $5,680-19.3% | $6,842-33.0% | $3,740+22.6% |
| Admin fee / account holder | $700 | $6,053-88.4% | $9,309-92.5% | $5,306-86.8% |