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 | $45,340 | $91,538-50.5% | $129,995-65.1% | $75,163-39.7% |
| Participation rate | 73.1% | 71.4%+1.6pp | 78.5%-5.4pp | 67.2%+5.9pp |
| Annual return | 14.66% | -631.11%+645.8pp | -137.18%+151.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,382 | $2,845-51.4% | $4,320-68.0% | $2,670-48.2% |
| Participant deferral / active EE | $7,246 | $4,341+66.9% | $5,820+24.5% | $4,125+75.6% |
| Admin fee / account holder | $9,920 | $6,790+46.1% | $10,614-6.5% | $5,651+75.5% |