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 | $42,062 | $42,546-1.1% | $71,796-41.4% | $55,167-23.8% |
| Participation rate | 74.5% | 59.1%+15.4pp | 69.1%+5.4pp | 69.0%+5.5pp |
| Annual return | 5.90% | 12.36%-6.5pp | 78.04%-72.1pp | 169.23%-163.3pp |
| Employer contribution / active EE | $278 | $803-65.4% | $1,924-85.5% | $1,963-85.8% |
| Participant deferral / active EE | $2,512 | $2,064+21.7% | $2,794-10.1% | $3,054-17.7% |
| Admin fee / account holder | $2,614 | $650+302.4% | $4,815-45.7% | $504+418.7% |