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 | $67,641 | $89,753-24.6% | $107,525-37.1% | $84,808-20.2% |
| Participation rate | 77.5% | 68.1%+9.4pp | 75.1%+2.4pp | 68.3%+9.2pp |
| Annual return | 13.55% | 29.48%-15.9pp | 181.32%-167.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,934 | $3,113-37.9% | $3,754-48.5% | $2,631-26.5% |
| Participant deferral / active EE | $2,066 | $4,056-49.1% | $5,116-59.6% | $4,212-50.9% |
| Admin fee / account holder | $29,173 | $7,222+303.9% | $8,919+227.1% | $7,344+297.3% |