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 | $40,767 | $102,966-60.4% | $90,281-54.8% | $152,861-73.3% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 18.14% | 95.16%-77.0pp | 78.10%-60.0pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,736 | $3,139-44.7% | $2,854-39.2% | $4,762-63.6% |
| Participant deferral / active EE | $1,118 | $4,281-73.9% | $3,885-71.2% | $5,850-80.9% |
| Admin fee / account holder | $10,914 | $6,171+76.9% | $5,351+103.9% | $11,596-5.9% |