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 | $49,533 | $102,317-51.6% | $146,958-66.3% | $80,856-38.7% |
| Participation rate | 73.7% | 75.8%-2.1pp | 82.2%-8.5pp | 67.6%+6.0pp |
| Annual return | 14.31% | 134.76%-120.5pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,063 | $3,713-17.5% | $4,933-37.9% | $2,755+11.2% |
| Participant deferral / active EE | $6,988 | $6,644+5.2% | $8,070-13.4% | $4,296+62.7% |
| Admin fee / account holder | $1,060 | $7,941-86.6% | $12,998-91.8% | $6,918-84.7% |