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 | $32,648 | $60,124-45.7% | $90,404-63.9% | $79,858-59.1% |
| Participation rate | 74.2% | 65.0%+9.2pp | 72.7%+1.5pp | 69.6%+4.6pp |
| Annual return | 14.60% | 71.94%-57.3pp | 1293.02%-1278.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,611 | $2,068+26.3% | $3,262-20.0% | $2,471+5.7% |
| Participant deferral / active EE | $1,089 | $2,938-62.9% | $3,963-72.5% | $3,740-70.9% |
| Admin fee / account holder | $2,314 | $3,976-41.8% | $5,611-58.8% | $5,306-56.4% |