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 | $41,356 | $60,124-31.2% | $90,404-54.3% | $79,858-48.2% |
| Participation rate | 94.7% | 65.0%+29.8pp | 72.7%+22.1pp | 69.6%+25.1pp |
| Annual return | 14.30% | 71.94%-57.6pp | 1293.02%-1278.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,201 | $2,068-41.9% | $3,262-63.2% | $2,471-51.4% |
| Participant deferral / active EE | $4,163 | $2,938+41.7% | $3,963+5.0% | $3,740+11.3% |
| Admin fee / account holder | $3,755 | $3,976-5.6% | $5,611-33.1% | $5,306-29.2% |