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 | $74,930 | $99,079-24.4% | $77,999-3.9% | $273,961-72.6% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.5%+17.8pp | 83.0%+10.3pp |
| Annual return | 6.48% | 217.93%-211.4pp | 425.96%-419.5pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,869 | $3,308-43.5% | $2,470-24.3% | $4,869-61.6% |
| Participant deferral / active EE | $3,602 | $4,306-16.4% | $3,497+3.0% | $5,287-31.9% |
| Admin fee / account holder | $12,362 | $8,954+38.1% | $5,480+125.6% | $10,132+22.0% |