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 | $45,197 | $102,547-55.9% | $78,210-42.2% | $147,584-69.4% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.7%+17.0pp | 82.8%+2.9pp |
| Annual return | 11.74% | 51.08%-39.3pp | 40.90%-29.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,594 | $2,617-39.1% | $2,034-21.6% | $4,876-67.3% |
| Participant deferral / active EE | $2,918 | $3,481-16.2% | $2,823+3.4% | $5,439-46.3% |
| Admin fee / account holder | $3,979 | $5,059-21.3% | $3,758+5.9% | $10,885-63.4% |