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 | $52,789 | $96,635-45.4% | $86,612-39.1% | $139,434-62.1% |
| Participation rate | 79.2% | 74.4%+4.8pp | 71.7%+7.5pp | 80.3%-1.2pp |
| Annual return | 13.81% | 106.41%-92.6pp | 591.07%-577.3pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,017 | $3,263-38.2% | $3,022-33.3% | $4,751-57.5% |
| Participant deferral / active EE | $3,193 | $4,836-34.0% | $4,438-28.0% | $6,710-52.4% |
| Admin fee / account holder | $1,323 | $6,408-79.4% | $5,614-76.4% | $11,403-88.4% |