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 | $52,464 | $48,364+8.5% | $71,796-26.9% | $62,891-16.6% |
| Participation rate | 73.5% | 60.6%+12.8pp | 69.1%+4.4pp | 69.3%+4.2pp |
| Annual return | 5.61% | 13.16%-7.5pp | 78.04%-72.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $587 | $1,042-43.7% | $1,924-69.5% | $2,281-74.3% |
| Participant deferral / active EE | $2,315 | $2,091+10.7% | $2,794-17.1% | $3,203-27.7% |
| Admin fee / account holder | $14,377 | $3,771+281.2% | $4,815+198.6% | $4,296+234.7% |