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 | $89,135 | $70,669+26.1% | $169,368-47.4% | $75,163+18.6% |
| Participation rate | 81.3% | 64.8%+16.5pp | 77.1%+4.1pp | 67.2%+14.1pp |
| Annual return | 16.95% | 36.36%-19.4pp | 405.60%-388.6pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,703 | $2,211-23.0% | $4,013-57.6% | $2,670-36.2% |
| Participant deferral / active EE | $2,370 | $4,311-45.0% | $6,221-61.9% | $4,125-42.6% |
| Admin fee / account holder | $13,969 | $5,402+158.6% | $9,003+55.2% | $5,651+147.2% |