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 | $50,578 | $78,705-35.7% | $117,854-57.1% | $70,131-27.9% |
| Participation rate | 78.5% | 73.2%+5.3pp | 79.7%-1.2pp | 69.5%+8.9pp |
| Annual return | 14.18% | 23.30%-9.1pp | 335.08%-320.9pp | 73.14%-59.0pp |
| Employer contribution / active EE | $2,148 | $2,223-3.4% | $3,786-43.3% | $2,342-8.3% |
| Participant deferral / active EE | $4,997 | $3,297+51.6% | $4,482+11.5% | $3,332+50.0% |
| Admin fee / account holder | $10,072 | $5,065+98.8% | $8,020+25.6% | $4,645+116.8% |