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 | $110,312 | $65,703+67.9% | $94,224+17.1% | $59,632+85.0% |
| Participation rate | 73.6% | 72.1%+1.4pp | 78.8%-5.2pp | 68.7%+4.9pp |
| Annual return | 0.58% | 5.22%-4.6pp | 10.68%-10.1pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $523 | $2,021-74.1% | $3,587-85.4% | $2,203-76.2% |
| Participant deferral / active EE | $4,674 | $3,143+48.7% | $4,320+8.2% | $3,192+46.4% |
| Admin fee / account holder | $1,963 | $4,264-54.0% | $6,269-68.7% | $4,297-54.3% |