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 | $54,637 | $63,346-13.7% | $92,233-40.8% | $70,131-22.1% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 14.34% | 530.12%-515.8pp | 176.28%-161.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $617 | $2,471-75.0% | $3,679-83.2% | $2,342-73.7% |
| Participant deferral / active EE | $5,046 | $2,854+76.8% | $3,897+29.5% | $3,332+51.4% |
| Admin fee / account holder | $2,080 | $3,840-45.8% | $5,194-60.0% | $4,645-55.2% |