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 | $76,351 | $98,750-22.7% | $149,696-49.0% | $79,858-4.4% |
| Participation rate | 70.8% | 75.8%-4.9pp | 82.5%-11.6pp | 69.6%+1.2pp |
| Annual return | 14.17% | 27.43%-13.3pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,665 | $3,216-48.2% | $4,644-64.1% | $2,471-32.6% |
| Participant deferral / active EE | $3,910 | $5,680-31.2% | $6,842-42.9% | $3,740+4.5% |
| Admin fee / account holder | $23,037 | $6,053+280.6% | $9,309+147.5% | $5,306+334.2% |