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 | $90,024 | $53,822+67.3% | $75,696+18.9% | $85,850+4.9% |
| Participation rate | 88.5% | 69.1%+19.4pp | 74.8%+13.6pp | 69.3%+19.1pp |
| Annual return | 18.18% | 24.54%-6.4pp | 104.53%-86.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,945 | $2,895+70.8% | $3,821+29.4% | $3,952+25.1% |
| Admin fee / account holder | $938 | $3,343-71.9% | $3,619-74.1% | $6,260-85.0% |