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 | $44,567 | $102,616-56.6% | $81,983-45.6% | $158,922-72.0% |
| Participation rate | 76.9% | 75.5%+1.4pp | 69.2%+7.7pp | 82.0%-5.0pp |
| Annual return | 12.24% | 61.04%-48.8pp | 41.31%-29.1pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,781 | $3,240-45.0% | $2,498-28.7% | $4,761-62.6% |
| Participant deferral / active EE | $2,083 | $4,648-55.2% | $3,722-44.0% | $5,982-65.2% |
| Admin fee / account holder | $14,272 | $8,235+73.3% | $5,664+152.0% | $11,246+26.9% |