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 | $58,929 | $117,841-50.0% | $102,423-42.5% | $145,922-59.6% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.5pp |
| Annual return | 9.87% | 31.65%-21.8pp | 29.32%-19.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,979 | $3,615-45.3% | $3,023-34.5% | $4,660-57.5% |
| Participant deferral / active EE | $3,639 | $5,731-36.5% | $5,053-28.0% | $6,688-45.6% |
| Admin fee / account holder | $48,606 | $13,326+264.7% | $9,451+414.3% | $13,397+262.8% |