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 | $41,656 | $76,000-45.2% | $154,107-73.0% | $64,186-35.1% |
| Participation rate | 82.4% | 70.4%+11.9pp | 83.0%-0.7pp | 69.6%+12.8pp |
| Annual return | 7.01% | 30.32%-23.3pp | 735.12%-728.1pp | 7.63%-0.6pp |
| Employer contribution / active EE | $1,842 | $3,351-45.0% | $5,298-65.2% | $2,381-22.7% |
| Participant deferral / active EE | $3,932 | $3,175+23.8% | $5,081-22.6% | $3,470+13.3% |
| Admin fee / account holder | $19,001 | $5,596+239.5% | $13,411+41.7% | $4,888+288.7% |