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 | $50,155 | $118,849-57.8% | $96,562-48.1% | $167,490-70.1% |
| Participation rate | 86.7% | 75.5%+11.2pp | 69.8%+16.9pp | 82.1%+4.6pp |
| Annual return | 11.40% | 50.49%-39.1pp | 37.78%-26.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,187 | $3,120-61.9% | $2,356-49.6% | $4,837-75.5% |
| Participant deferral / active EE | $2,338 | $4,616-49.3% | $3,849-39.2% | $6,341-63.1% |
| Admin fee / account holder | $9,658 | $8,065+19.7% | $6,181+56.3% | $12,309-21.5% |