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 | $29,735 | $118,849-75.0% | $96,562-69.2% | $167,490-82.2% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 10.55% | 50.49%-39.9pp | 37.78%-27.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $1,732 | $3,120-44.5% | $2,356-26.5% | $4,837-64.2% |
| Participant deferral / active EE | $2,270 | $4,616-50.8% | $3,849-41.0% | $6,341-64.2% |
| Admin fee / account holder | $81,343 | $8,065+908.6% | $6,181+1216.1% | $12,309+560.8% |