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 | $55,363 | $84,233-34.3% | $170,442-67.5% | $70,131-21.1% |
| Participation rate | 84.6% | 70.8%+13.8pp | 83.6%+1.0pp | 69.5%+15.1pp |
| Annual return | 15.49% | 23.06%-7.6pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,287 | $3,387-32.5% | $5,433-57.9% | $2,342-2.4% |
| Participant deferral / active EE | $4,489 | $3,086+45.5% | $4,939-9.1% | $3,332+34.7% |
| Admin fee / account holder | $20,166 | $5,698+253.9% | $13,880+45.3% | $4,645+334.1% |