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 | $48,463 | $100,041-51.6% | $149,718-67.6% | $70,131-30.9% |
| Participation rate | 71.4% | 83.6%-12.2pp | 87.1%-15.6pp | 69.5%+1.9pp |
| Annual return | 32.34% | 27.43%+4.9pp | 1501.63%-1469.3pp | 73.14%-40.8pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,269 | $4,983+5.8% | $6,569-19.8% | $3,332+58.1% |
| Admin fee / account holder | $5,031 | $8,286-39.3% | $11,283-55.4% | $4,645+8.3% |