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 | $51,084 | $102,966-50.4% | $90,281-43.4% | $152,861-66.6% |
| Participation rate | 84.6% | 75.9%+8.8pp | 73.3%+11.3pp | 82.4%+2.2pp |
| Annual return | 11.57% | 95.16%-83.6pp | 78.10%-66.5pp | 345.32%-333.7pp |
| Employer contribution / active EE | $1,515 | $3,139-51.7% | $2,854-46.9% | $4,762-68.2% |
| Participant deferral / active EE | $2,828 | $4,281-33.9% | $3,885-27.2% | $5,850-51.7% |
| Admin fee / account holder | $2,196 | $6,171-64.4% | $5,351-59.0% | $11,596-81.1% |