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 | $56,201 | $48,795+15.2% | $65,493-14.2% | $84,808-33.7% |
| Participation rate | 88.7% | 67.0%+21.7pp | 73.1%+15.6pp | 68.3%+20.4pp |
| Annual return | 12.96% | 20.20%-7.2pp | 982.45%-969.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,774 | $1,930-8.1% | $2,574-31.1% | $2,631-32.6% |
| Participant deferral / active EE | $4,111 | $2,928+40.4% | $3,961+3.8% | $4,212-2.4% |
| Admin fee / account holder | $8,877 | $3,877+129.0% | $5,028+76.5% | $7,344+20.9% |