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 | $75,282 | $94,529-20.4% | $140,016-46.2% | $64,186+17.3% |
| Participation rate | 81.5% | 84.1%-2.6pp | 87.5%-6.0pp | 69.6%+11.9pp |
| Annual return | -0.46% | 7.77%-8.2pp | 651.12%-651.6pp | 7.63%-8.1pp |
| Employer contribution / active EE | $1,222 | $3,812-68.0% | $5,606-78.2% | $2,381-48.7% |
| Participant deferral / active EE | $2,617 | $5,250-50.2% | $6,927-62.2% | $3,470-24.6% |
| Admin fee / account holder | $429 | $6,741-93.6% | $10,705-96.0% | $4,888-91.2% |