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 | $40,230 | $101,069-60.2% | $81,478-50.6% | $147,584-72.7% |
| Participation rate | 87.5% | 74.5%+13.0pp | 68.0%+19.5pp | 82.8%+4.7pp |
| Annual return | 8.17% | 32.40%-24.2pp | 38.78%-30.6pp | 578.55%-570.4pp |
| Employer contribution / active EE | $2,298 | $3,205-28.3% | $2,568-10.5% | $4,876-52.9% |
| Participant deferral / active EE | $4,068 | $4,242-4.1% | $3,537+15.0% | $5,439-25.2% |
| Admin fee / account holder | $38,978 | $5,812+570.7% | $4,561+754.6% | $10,885+258.1% |