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 | $60,463 | $25,014+141.7% | $69,647-13.2% | $80,856-25.2% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.5%+33.5pp | 67.6%+32.4pp |
| Annual return | 12.22% | 19.07%-6.8pp | 100.48%-88.3pp | 35.59%-23.4pp |
| Employer contribution / active EE | $287 | $993-71.1% | $1,712-83.2% | $2,755-89.6% |
| Participant deferral / active EE | $2,978 | $1,839+62.0% | $2,886+3.2% | $4,296-30.7% |
| Admin fee / account holder | $11,325 | $2,488+355.2% | $4,713+140.3% | $6,918+63.7% |