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 | $46,027 | $56,114-18.0% | $96,139-52.1% | $85,850-46.4% |
| Participation rate | 90.3% | 56.7%+33.6pp | 68.4%+21.9pp | 69.3%+21.0pp |
| Annual return | 15.49% | 42.30%-26.8pp | 191.94%-176.5pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,720 | $1,620+6.2% | $2,797-38.5% | $2,565-33.0% |
| Participant deferral / active EE | $3,389 | $2,859+18.5% | $4,349-22.1% | $3,952-14.2% |
| Admin fee / account holder | $34,534 | $3,768+816.5% | $5,537+523.7% | $6,260+451.7% |