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 | $26,428 | $98,750-73.2% | $149,696-82.3% | $79,858-66.9% |
| Participation rate | 78.1% | 75.8%+2.4pp | 82.5%-4.4pp | 69.6%+8.5pp |
| Annual return | 17.14% | 27.43%-10.3pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,414 | $5,680-22.3% | $6,842-35.5% | $3,740+18.0% |
| Admin fee / account holder | $1,913 | $6,053-68.4% | $9,309-79.4% | $5,306-63.9% |