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 | $84,514 | $70,428+20.0% | $96,562-12.5% | $85,850-1.6% |
| Participation rate | 89.4% | 61.8%+27.6pp | 69.8%+19.6pp | 69.3%+20.1pp |
| Annual return | 11.19% | 18.59%-7.4pp | 37.78%-26.6pp | 318.53%-307.3pp |
| Employer contribution / active EE | $438 | $1,413-69.0% | $2,356-81.4% | $2,565-82.9% |
| Participant deferral / active EE | $3,655 | $2,894+26.3% | $3,849-5.0% | $3,952-7.5% |
| Admin fee / account holder | $14,653 | $4,997+193.3% | $6,181+137.1% | $6,260+134.1% |