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 | $54,356 | $91,552-40.6% | $133,956-59.4% | $79,858-31.9% |
| Participation rate | 80.6% | 73.3%+7.3pp | 79.8%+0.8pp | 69.6%+11.0pp |
| Annual return | 10.26% | 61.85%-51.6pp | 45.09%-34.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,790 | $2,384-24.9% | $3,919-54.3% | $2,471-27.5% |
| Participant deferral / active EE | $3,831 | $3,733+2.6% | $5,048-24.1% | $3,740+2.4% |
| Admin fee / account holder | $45,420 | $6,321+618.6% | $8,927+408.8% | $5,306+756.0% |