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 | $52,071 | $99,079-47.4% | $77,999-33.2% | $273,961-81.0% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.5%-3.3pp | 83.0%-10.8pp |
| Annual return | 14.86% | 217.93%-203.1pp | 425.96%-411.1pp | 41.45%-26.6pp |
| Employer contribution / active EE | $1,301 | $3,308-60.7% | $2,470-47.3% | $4,869-73.3% |
| Participant deferral / active EE | $2,686 | $4,306-37.6% | $3,497-23.2% | $5,287-49.2% |
| Admin fee / account holder | $411 | $8,954-95.4% | $5,480-92.5% | $10,132-95.9% |