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 | $50,140 | $77,145-35.0% | $108,410-53.7% | $85,850-41.6% |
| Participation rate | 78.7% | 74.7%+4.0pp | 80.1%-1.4pp | 69.3%+9.4pp |
| Annual return | 14.90% | 44.54%-29.6pp | 905.27%-890.4pp | 318.53%-303.6pp |
| Employer contribution / active EE | $2,230 | $2,379-6.3% | $3,558-37.3% | $2,565-13.1% |
| Participant deferral / active EE | $6,417 | $5,566+15.3% | $6,563-2.2% | $3,952+62.4% |
| Admin fee / account holder | $1,049 | $5,172-79.7% | $7,295-85.6% | $6,260-83.2% |