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 | $42,551 | $102,317-58.4% | $146,958-71.0% | $80,856-47.4% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.2%-10.2pp | 67.6%+4.4pp |
| Annual return | 12.19% | 134.76%-122.6pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,788 | $3,713-51.8% | $4,933-63.7% | $2,755-35.1% |
| Participant deferral / active EE | $4,509 | $6,644-32.1% | $8,070-44.1% | $4,296+5.0% |
| Admin fee / account holder | $1,249 | $7,941-84.3% | $12,998-90.4% | $6,918-81.9% |