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 | $39,628 | $112,881-64.9% | $90,951-56.4% | $158,922-75.1% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 10.69% | 215.79%-205.1pp | 134.60%-123.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,000 | $2,893-30.9% | $2,122-5.7% | $4,761-58.0% |
| Participant deferral / active EE | $2,129 | $4,128-48.4% | $3,373-36.9% | $5,982-64.4% |
| Admin fee / account holder | $17,265 | $8,041+114.7% | $5,959+189.8% | $11,246+53.5% |