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 | $52,486 | $65,409-19.8% | $98,442-46.7% | $85,850-38.9% |
| Participation rate | 86.4% | 65.0%+21.4pp | 73.3%+13.0pp | 69.3%+17.0pp |
| Annual return | 16.48% | 21.76%-5.3pp | 1492.73%-1476.2pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,738 | $2,168-19.8% | $2,960-41.3% | $2,565-32.3% |
| Participant deferral / active EE | $2,517 | $3,166-20.5% | $4,276-41.1% | $3,952-36.3% |
| Admin fee / account holder | $1,722 | $4,593-62.5% | $5,949-71.0% | $6,260-72.5% |