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 | $46,203 | $60,124-23.2% | $90,404-48.9% | $79,858-42.1% |
| Participation rate | 98.2% | 65.0%+33.3pp | 72.7%+25.6pp | 69.6%+28.6pp |
| Annual return | 16.56% | 71.94%-55.4pp | 1293.02%-1276.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $642 | $2,068-68.9% | $3,262-80.3% | $2,471-74.0% |
| Participant deferral / active EE | $3,161 | $2,938+7.6% | $3,963-20.2% | $3,740-15.5% |
| Admin fee / account holder | $1,139 | $3,976-71.4% | $5,611-79.7% | $5,306-78.5% |