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 | $55,115 | $89,753-38.6% | $107,525-48.7% | $84,808-35.0% |
| Participation rate | 82.4% | 68.1%+14.3pp | 75.1%+7.3pp | 68.3%+14.0pp |
| Annual return | 13.62% | 29.48%-15.9pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,630 | $3,113-47.7% | $3,754-56.6% | $2,631-38.1% |
| Participant deferral / active EE | $1,951 | $4,056-51.9% | $5,116-61.9% | $4,212-53.7% |
| Admin fee / account holder | $16,274 | $7,222+125.3% | $8,919+82.5% | $7,344+121.6% |