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 | $61,889 | $137,414-55.0% | $189,513-67.3% | $85,850-27.9% |
| Participation rate | 78.9% | 84.6%-5.7pp | 87.8%-8.9pp | 69.3%+9.6pp |
| Annual return | 18.61% | 38.14%-19.5pp | 555.15%-536.5pp | 318.53%-299.9pp |
| Employer contribution / active EE | $2,342 | $4,344-46.1% | $6,162-62.0% | $2,565-8.7% |
| Participant deferral / active EE | $4,874 | $6,260-22.1% | $8,221-40.7% | $3,952+23.3% |
| Admin fee / account holder | $1,096 | $8,630-87.3% | $12,045-90.9% | $6,260-82.5% |