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 | $47,903 | $60,124-20.3% | $90,404-47.0% | $79,858-40.0% |
| Participation rate | 70.5% | 65.0%+5.5pp | 72.7%-2.2pp | 69.6%+0.9pp |
| Annual return | 17.21% | 71.94%-54.7pp | 1293.02%-1275.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,818 | $2,938+98.0% | $3,963+46.8% | $3,740+55.6% |
| Admin fee / account holder | $2,559 | $3,976-35.7% | $5,611-54.4% | $5,306-51.8% |