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 | $56,147 | $49,922+12.5% | $80,569-30.3% | $75,163-25.3% |
| Participation rate | 73.8% | 55.3%+18.4pp | 67.0%+6.8pp | 67.2%+6.6pp |
| Annual return | 17.06% | 34.69%-17.6pp | 935.43%-918.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,559 | $1,698-8.2% | $2,723-42.8% | $2,670-41.6% |
| Participant deferral / active EE | $2,957 | $2,990-1.1% | $4,447-33.5% | $4,125-28.3% |
| Admin fee / account holder | $3,266 | $3,577-8.7% | $5,377-39.3% | $5,651-42.2% |