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 | $73,084 | $63,703+14.7% | $93,063-21.5% | $82,448-11.4% |
| Participation rate | 87.7% | 63.8%+23.9pp | 72.1%+15.6pp | 68.1%+19.7pp |
| Annual return | 20.66% | -775.43%+796.1pp | 34.15%-13.5pp | 41.64%-21.0pp |
| Employer contribution / active EE | $727 | $1,729-57.9% | $2,476-70.6% | $2,551-71.5% |
| Participant deferral / active EE | $4,965 | $2,919+70.1% | $3,958+25.4% | $4,139+19.9% |
| Admin fee / account holder | $3,035 | $5,982-49.3% | $6,033-49.7% | $7,234-58.1% |