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 | $58,025 | $102,382-43.3% | $147,005-60.5% | $80,874-28.3% |
| Participation rate | 70.9% | 75.8%-4.9pp | 82.2%-11.3pp | 67.6%+3.3pp |
| Annual return | 23.53% | 134.89%-111.4pp | 418.76%-395.2pp | 35.62%-12.1pp |
| Employer contribution / active EE | $3,596 | $3,715-3.2% | $4,934-27.1% | $2,756+30.5% |
| Participant deferral / active EE | $10,703 | $6,646+61.0% | $8,070+32.6% | $4,297+149.1% |
| Admin fee / account holder | $2,250 | $7,942-71.7% | $13,006-82.7% | $6,935-67.6% |