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 | $51,100 | $65,561-22.1% | $86,188-40.7% | $75,163-32.0% |
| Participation rate | 72.5% | 60.5%+12.0pp | 69.0%+3.5pp | 67.2%+5.3pp |
| Annual return | 16.27% | 46.05%-29.8pp | 1168.45%-1152.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,592 | $1,553+2.6% | $2,380-33.1% | $2,670-40.4% |
| Participant deferral / active EE | $3,078 | $3,024+1.8% | $3,985-22.8% | $4,125-25.4% |
| Admin fee / account holder | $2,277 | $5,474-58.4% | $6,852-66.8% | $5,651-59.7% |