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 | $69,915 | $110,502-36.7% | $80,716-13.4% | $167,490-58.3% |
| Participation rate | 70.6% | 64.0%+6.6pp | 54.2%+16.4pp | 82.1%-11.5pp |
| Annual return | 8.94% | 120.54%-111.6pp | 87.28%-78.3pp | 478.56%-469.6pp |
| Employer contribution / active EE | $1,659 | $1,543+7.5% | $1,160+43.0% | $4,837-65.7% |
| Participant deferral / active EE | $4,677 | $2,871+62.9% | $2,146+118.0% | $6,341-26.2% |
| Admin fee / account holder | $47,650 | $4,545+948.5% | $3,380+1309.8% | $12,309+287.1% |