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 | $30,913 | $63,346-51.2% | $92,233-66.5% | $70,131-55.9% |
| Participation rate | 72.7% | 68.7%+4.1pp | 76.5%-3.8pp | 69.5%+3.2pp |
| Annual return | 17.17% | 530.12%-512.9pp | 176.28%-159.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,540 | $2,471-37.7% | $3,679-58.2% | $2,342-34.3% |
| Participant deferral / active EE | $3,159 | $2,854+10.7% | $3,897-18.9% | $3,332-5.2% |
| Admin fee / account holder | $14,825 | $3,840+286.0% | $5,194+185.4% | $4,645+219.1% |