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 | $51,425 | $138,065-62.8% | $123,544-58.4% | $135,375-62.0% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | 1.61% | 153.68%-152.1pp | 119.20%-117.6pp | 519.73%-518.1pp |
| Employer contribution / active EE | $2,198 | $5,151-57.3% | $4,628-52.5% | $4,779-54.0% |
| Participant deferral / active EE | $4,520 | $6,799-33.5% | $6,426-29.7% | $5,609-19.4% |
| Admin fee / account holder | $15,675 | $10,916+43.6% | $9,284+68.8% | $10,827+44.8% |