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 | $57,557 | $110,809-48.1% | $86,874-33.7% | $167,490-65.6% |
| Participation rate | 76.5% | 75.8%+0.7pp | 71.6%+4.8pp | 82.1%-5.6pp |
| Annual return | 8.43% | 116.98%-108.5pp | 63.52%-55.1pp | 478.56%-470.1pp |
| Employer contribution / active EE | $2,792 | $3,244-13.9% | $2,495+11.9% | $4,837-42.3% |
| Participant deferral / active EE | $5,729 | $4,546+26.0% | $3,699+54.9% | $6,341-9.7% |
| Admin fee / account holder | $18,988 | $8,415+125.7% | $5,828+225.8% | $12,309+54.3% |