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 | $45,699 | $77,899-41.3% | $149,673-69.5% | $75,163-39.2% |
| Participation rate | 79.3% | 65.6%+13.7pp | 78.8%+0.5pp | 67.2%+12.1pp |
| Annual return | 55.49% | 31.72%+23.8pp | 134.42%-78.9pp | 160.62%-105.1pp |
| Employer contribution / active EE | $623 | $3,137-80.1% | $4,818-87.1% | $2,670-76.7% |
| Participant deferral / active EE | $2,719 | $3,411-20.3% | $5,680-52.1% | $4,125-34.1% |
| Admin fee / account holder | $8,977 | $5,956+50.7% | $13,210-32.0% | $5,651+58.9% |