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 | $50,394 | $99,079-49.1% | $77,999-35.4% | $273,961-81.6% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 3.60% | 217.93%-214.3pp | 425.96%-422.4pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,375 | $3,308-58.4% | $2,470-44.3% | $4,869-71.8% |
| Participant deferral / active EE | $1,916 | $4,306-55.5% | $3,497-45.2% | $5,287-63.8% |
| Admin fee / account holder | $28,552 | $8,954+218.9% | $5,480+421.0% | $10,132+181.8% |