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 | $41,896 | $50,637-17.3% | $86,590-51.6% | $62,292-32.7% |
| Participation rate | 76.4% | 67.9%+8.5pp | 73.5%+2.9pp | 69.5%+6.9pp |
| Annual return | 20.49% | 20.80%-0.3pp | 964.84%-944.4pp | 28.90%-8.4pp |
| Employer contribution / active EE | $2,354 | $2,075+13.4% | $2,839-17.1% | $2,042+15.3% |
| Participant deferral / active EE | $923 | $2,611-64.6% | $3,609-74.4% | $3,169-70.9% |
| Admin fee / account holder | $2,444 | $413+491.3% | $4,906-50.2% | $479+409.8% |