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 6-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 | $50,082 | $98,982-49.4% | $162,163-69.1% | $65,185-23.2% |
| Participation rate | 81.7% | 85.8%-4.1pp | 87.6%-5.9pp | 70.2%+11.5pp |
| Annual return | 19.93% | 24.84%-4.9pp | 115.59%-95.7pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,905 | $3,467-45.1% | $5,614-66.1% | $2,177-12.5% |
| Participant deferral / active EE | $3,165 | $5,384-41.2% | $7,298-56.6% | $3,514-9.9% |
| Admin fee / account holder | $3,271 | $596+448.6% | $10,843-69.8% | $847+286.2% |