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 | $53,285 | $65,409-18.5% | $98,442-45.9% | $85,850-37.9% |
| Participation rate | 90.3% | 65.0%+25.3pp | 73.3%+17.0pp | 69.3%+21.0pp |
| Annual return | 16.31% | 21.76%-5.4pp | 1492.73%-1476.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,647 | $2,168+22.1% | $2,960-10.6% | $2,565+3.2% |
| Participant deferral / active EE | $2,917 | $3,166-7.9% | $4,276-31.8% | $3,952-26.2% |
| Admin fee / account holder | $10,242 | $4,593+123.0% | $5,949+72.2% | $6,260+63.6% |