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 | $56,436 | $53,516+5.5% | $126,539-55.4% | $84,808-33.5% |
| Participation rate | 71.4% | 58.2%+13.2pp | 69.8%+1.6pp | 68.3%+3.1pp |
| Annual return | 17.52% | 58.34%-40.8pp | 425.95%-408.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,380 | $1,535+55.0% | $3,674-35.2% | $2,631-9.6% |
| Participant deferral / active EE | $2,891 | $2,671+8.3% | $4,083-29.2% | $4,212-31.4% |
| Admin fee / account holder | $13,118 | $4,497+191.7% | $6,065+116.3% | $7,344+78.6% |