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 | $44,104 | $29,319+50.4% | $52,425-15.9% | $82,448-46.5% |
| Participation rate | 76.5% | 46.9%+29.6pp | 55.6%+20.8pp | 68.1%+8.4pp |
| Annual return | 14.63% | 535.20%-520.6pp | 302.12%-287.5pp | 41.64%-27.0pp |
| Employer contribution / active EE | $814 | $586+38.8% | $914-11.0% | $2,551-68.1% |
| Participant deferral / active EE | $2,428 | $1,171+107.3% | $1,790+35.6% | $4,139-41.3% |
| Admin fee / account holder | $13,453 | $1,962+585.6% | $2,495+439.2% | $7,234+86.0% |