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 | $63,848 | $165,984-61.5% | $164,813-61.3% | $145,922-56.2% |
| Participation rate | 86.4% | 82.0%+4.4pp | 78.6%+7.8pp | 80.3%+6.1pp |
| Annual return | 10.87% | 100.03%-89.2pp | 69.93%-59.1pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,315 | $5,273-75.1% | $4,341-69.7% | $4,660-71.8% |
| Participant deferral / active EE | $2,339 | $6,959-66.4% | $6,031-61.2% | $6,688-65.0% |
| Admin fee / account holder | $48,751 | $16,648+192.8% | $12,690+284.2% | $13,397+263.9% |