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 | $44,488 | $41,078+8.3% | $80,569-44.8% | $71,457-37.7% |
| Participation rate | 70.9% | 50.2%+20.7pp | 67.0%+3.9pp | 67.9%+3.0pp |
| Annual return | 26.67% | 38.45%-11.8pp | 935.43%-908.8pp | 28.85%-2.2pp |
| Employer contribution / active EE | $1,394 | $1,506-7.4% | $2,723-48.8% | $2,588-46.1% |
| Participant deferral / active EE | $3,404 | $2,699+26.1% | $4,447-23.5% | $4,289-20.6% |
| Admin fee / account holder | $3,778 | $1,840+105.3% | $5,377-29.7% | $1,587+138.0% |