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 | $51,700 | $48,795+6.0% | $65,493-21.1% | $84,808-39.0% |
| Participation rate | 97.2% | 67.0%+30.2pp | 73.1%+24.1pp | 68.3%+28.9pp |
| Annual return | 15.50% | 20.20%-4.7pp | 982.45%-966.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,065 | $1,930+110.6% | $2,574+57.9% | $2,631+54.5% |
| Participant deferral / active EE | $2,261 | $2,928-22.8% | $3,961-42.9% | $4,212-46.3% |
| Admin fee / account holder | $1,708 | $3,877-55.9% | $5,028-66.0% | $7,344-76.7% |