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 | $44,016 | $96,635-54.5% | $86,612-49.2% | $139,434-68.4% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 16.37% | 106.41%-90.0pp | 591.07%-574.7pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,282 | $3,263-30.1% | $3,022-24.5% | $4,751-52.0% |
| Participant deferral / active EE | $6,257 | $4,836+29.4% | $4,438+41.0% | $6,710-6.7% |
| Admin fee / account holder | $11,609 | $6,408+81.2% | $5,614+106.8% | $11,403+1.8% |