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 | $48,742 | $60,124-18.9% | $90,404-46.1% | $79,858-39.0% |
| Participation rate | 91.9% | 65.0%+27.0pp | 72.7%+19.3pp | 69.6%+22.3pp |
| Annual return | 10.99% | 71.94%-60.9pp | 1293.02%-1282.0pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,730 | $2,068-16.3% | $3,262-47.0% | $2,471-30.0% |
| Participant deferral / active EE | $2,031 | $2,938-30.9% | $3,963-48.8% | $3,740-45.7% |
| Admin fee / account holder | $2,105 | $3,976-47.1% | $5,611-62.5% | $5,306-60.3% |