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 | $60,090 | $102,317-41.3% | $146,958-59.1% | $80,856-25.7% |
| Participation rate | 73.3% | 75.8%-2.5pp | 82.2%-8.8pp | 67.6%+5.7pp |
| Annual return | 12.98% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,620 | $3,713-29.4% | $4,933-46.9% | $2,755-4.9% |
| Participant deferral / active EE | $6,223 | $6,644-6.3% | $8,070-22.9% | $4,296+44.9% |
| Admin fee / account holder | $395 | $7,941-95.0% | $12,998-97.0% | $6,918-94.3% |