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 | $55,364 | $106,890-48.2% | $84,015-34.1% | $152,861-63.8% |
| Participation rate | 77.8% | 75.2%+2.5pp | 69.0%+8.8pp | 82.4%-4.7pp |
| Annual return | 17.41% | 104.99%-87.6pp | 71.31%-53.9pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,429 | $2,734-47.7% | $1,983-27.9% | $4,762-70.0% |
| Participant deferral / active EE | $1,841 | $4,011-54.1% | $3,239-43.2% | $5,850-68.5% |
| Admin fee / account holder | $24,052 | $8,285+190.3% | $6,101+294.3% | $11,596+107.4% |