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 | $52,090 | $105,181-50.5% | $159,436-67.3% | $85,850-39.3% |
| Participation rate | 75.6% | 75.8%-0.2pp | 82.8%-7.2pp | 69.3%+6.3pp |
| Annual return | 14.13% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,644 | $3,318-20.3% | $4,829-45.2% | $2,565+3.1% |
| Participant deferral / active EE | $4,721 | $5,945-20.6% | $7,352-35.8% | $3,952+19.5% |
| Admin fee / account holder | $7,856 | $6,933+13.3% | $10,799-27.2% | $6,260+25.5% |