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 | $43,643 | $81,208-46.3% | $98,907-55.9% | $79,858-45.3% |
| Participation rate | 73.5% | 72.5%+1.0pp | 76.0%-2.5pp | 69.6%+3.9pp |
| Annual return | 24.13% | 60.99%-36.9pp | 196.43%-172.3pp | 31.71%-7.6pp |
| Employer contribution / active EE | $1,532 | $1,960-21.8% | $2,689-43.0% | $2,471-38.0% |
| Participant deferral / active EE | $2,437 | $3,265-25.4% | $4,244-42.6% | $3,740-34.9% |
| Admin fee / account holder | $11,182 | $6,013+86.0% | $6,642+68.4% | $5,306+110.7% |