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 | $61,098 | $109,327-44.1% | $89,391-31.7% | $158,922-61.6% |
| Participation rate | 84.2% | 74.3%+10.0pp | 68.0%+16.2pp | 82.0%+2.3pp |
| Annual return | 18.11% | 345.68%-327.6pp | 245.62%-227.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,770 | $3,170-44.2% | $2,586-31.6% | $4,761-62.8% |
| Participant deferral / active EE | $3,236 | $4,598-29.6% | $3,890-16.8% | $5,982-45.9% |
| Admin fee / account holder | $12,189 | $6,153+98.1% | $4,881+149.7% | $11,246+8.4% |