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 | $28,119 | $53,822-47.8% | $75,696-62.9% | $85,850-67.2% |
| Participation rate | 98.3% | 69.1%+29.3pp | 74.8%+23.5pp | 69.3%+29.0pp |
| Annual return | 15.91% | 24.54%-8.6pp | 104.53%-88.6pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,487 | $2,017-26.2% | $2,743-45.8% | $2,565-42.0% |
| Participant deferral / active EE | $3,341 | $2,895+15.4% | $3,821-12.6% | $3,952-15.4% |
| Admin fee / account holder | $10,121 | $3,343+202.8% | $3,619+179.7% | $6,260+61.7% |