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 | $29,161 | $72,071-59.5% | $68,368-57.3% | $137,256-78.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 13.43% | 353.14%-339.7pp | 292.57%-279.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,222 | $2,788-20.3% | $2,649-16.1% | $4,156-46.5% |
| Participant deferral / active EE | $3,697 | $4,410-16.2% | $4,123-10.3% | $6,407-42.3% |
| Admin fee / account holder | $18,422 | $5,336+245.3% | $5,150+257.7% | $12,270+50.1% |