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 | $35,607 | $49,922-28.7% | $80,569-55.8% | $75,163-52.6% |
| Participation rate | 98.6% | 55.3%+43.3pp | 67.0%+31.6pp | 67.2%+31.4pp |
| Annual return | 17.33% | 34.69%-17.4pp | 935.43%-918.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,242 | $1,698-26.9% | $2,723-54.4% | $2,670-53.5% |
| Participant deferral / active EE | $3,022 | $2,990+1.1% | $4,447-32.0% | $4,125-26.7% |
| Admin fee / account holder | $1,148 | $3,577-67.9% | $5,377-78.6% | $5,651-79.7% |