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 | $44,283 | $65,409-32.3% | $98,442-55.0% | $85,850-48.4% |
| Participation rate | 75.9% | 65.0%+10.9pp | 73.3%+2.5pp | 69.3%+6.5pp |
| Annual return | 21.03% | 21.76%-0.7pp | 1492.73%-1471.7pp | 318.53%-297.5pp |
| Employer contribution / active EE | $2,533 | $2,168+16.9% | $2,960-14.4% | $2,565-1.2% |
| Participant deferral / active EE | $2,826 | $3,166-10.7% | $4,276-33.9% | $3,952-28.5% |
| Admin fee / account holder | $3,261 | $4,593-29.0% | $5,949-45.2% | $6,260-47.9% |