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 | $46,130 | $102,966-55.2% | $90,281-48.9% | $152,861-69.8% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.4%+11.3pp |
| Annual return | 11.49% | 95.16%-83.7pp | 78.10%-66.6pp | 345.32%-333.8pp |
| Employer contribution / active EE | $2,975 | $3,139-5.2% | $2,854+4.2% | $4,762-37.5% |
| Participant deferral / active EE | $2,456 | $4,281-42.6% | $3,885-36.8% | $5,850-58.0% |
| Admin fee / account holder | $17,039 | $6,171+176.1% | $5,351+218.4% | $11,596+46.9% |