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 | $55,412 | $65,409-15.3% | $98,442-43.7% | $85,850-35.5% |
| Participation rate | 70.4% | 65.0%+5.4pp | 73.3%-3.0pp | 69.3%+1.1pp |
| Annual return | 11.93% | 21.76%-9.8pp | 1492.73%-1480.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,520 | $2,168-29.9% | $2,960-48.6% | $2,565-40.7% |
| Participant deferral / active EE | $2,890 | $3,166-8.7% | $4,276-32.4% | $3,952-26.9% |
| Admin fee / account holder | $20,666 | $4,593+350.0% | $5,949+247.4% | $6,260+230.1% |