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 | $44,137 | $56,053-21.3% | $75,972-41.9% | $80,856-45.4% |
| Participation rate | 71.1% | 62.0%+9.0pp | 69.1%+2.0pp | 67.6%+3.4pp |
| Annual return | 10.96% | 20.53%-9.6pp | 359.55%-348.6pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,057 | $1,874+9.8% | $2,685-23.4% | $2,755-25.3% |
| Participant deferral / active EE | $3,237 | $3,052+6.1% | $4,255-23.9% | $4,296-24.7% |
| Admin fee / account holder | $15,628 | $5,234+198.6% | $6,467+141.7% | $6,918+125.9% |