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 | $84,598 | $99,957-15.4% | $149,696-43.5% | $73,488+15.1% |
| Participation rate | 77.0% | 75.7%+1.3pp | 82.5%-5.5pp | 70.7%+6.3pp |
| Annual return | 19.94% | 53.87%-33.9pp | 276.60%-256.7pp | 28.51%-8.6pp |
| Employer contribution / active EE | $1,031 | $3,191-67.7% | $4,644-77.8% | $2,270-54.6% |
| Participant deferral / active EE | $3,928 | $6,073-35.3% | $6,842-42.6% | $3,740+5.1% |
| Admin fee / account holder | $2,151 | $551+290.6% | $9,309-76.9% | $513+319.2% |