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 | $61,001 | $91,552-33.4% | $133,956-54.5% | $79,858-23.6% |
| Participation rate | 70.4% | 73.3%-2.9pp | 79.8%-9.4pp | 69.6%+0.8pp |
| Annual return | 10.50% | 61.85%-51.3pp | 45.09%-34.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,272 | $2,384-46.6% | $3,919-67.5% | $2,471-48.5% |
| Participant deferral / active EE | $4,717 | $3,733+26.3% | $5,048-6.6% | $3,740+26.1% |
| Admin fee / account holder | $12,529 | $6,321+98.2% | $8,927+40.3% | $5,306+136.1% |