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 | $60,004 | $98,750-39.2% | $149,696-59.9% | $79,858-24.9% |
| Participation rate | 70.4% | 75.8%-5.4pp | 82.5%-12.1pp | 69.6%+0.7pp |
| Annual return | 13.37% | 27.43%-14.1pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,565 | $3,216-51.3% | $4,644-66.3% | $2,471-36.7% |
| Participant deferral / active EE | $3,258 | $5,680-42.6% | $6,842-52.4% | $3,740-12.9% |
| Admin fee / account holder | $10,457 | $6,053+72.8% | $9,309+12.3% | $5,306+97.1% |