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 | $55,181 | $79,171-30.3% | $102,423-46.1% | $74,495-25.9% |
| Participation rate | 72.5% | 74.8%-2.3pp | 76.5%-4.0pp | 67.2%+5.3pp |
| Annual return | 16.73% | 54.93%-38.2pp | 29.32%-12.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $1,412 | $2,362-40.2% | $3,023-53.3% | $2,623-46.1% |
| Participant deferral / active EE | $2,305 | $4,415-47.8% | $5,053-54.4% | $4,346-47.0% |
| Admin fee / account holder | $3,169 | $2,001+58.4% | $9,451-66.5% | $1,942+63.2% |