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 | $79,991 | $100,041-20.0% | $149,718-46.6% | $70,131+14.1% |
| Participation rate | 81.3% | 83.6%-2.3pp | 87.1%-5.8pp | 69.5%+11.7pp |
| Annual return | 25.28% | 27.43%-2.1pp | 1501.63%-1476.3pp | 73.14%-47.9pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,734 | $4,983-5.0% | $6,569-27.9% | $3,332+42.1% |
| Admin fee / account holder | $2,160 | $8,286-73.9% | $11,283-80.9% | $4,645-53.5% |