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 | $48,909 | $96,635-49.4% | $86,612-43.5% | $139,434-64.9% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 15.30% | 106.41%-91.1pp | 591.07%-575.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,019 | $3,263-68.8% | $3,022-66.3% | $4,751-78.5% |
| Participant deferral / active EE | $1,754 | $4,836-63.7% | $4,438-60.5% | $6,710-73.9% |
| Admin fee / account holder | $9,962 | $6,408+55.5% | $5,614+77.4% | $11,403-12.6% |