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 | $36,372 | $81,632-55.4% | $70,449-48.4% | $158,922-77.1% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 9.92% | 208.40%-198.5pp | 109.03%-99.1pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,872 | $3,217-41.8% | $2,737-31.6% | $4,761-60.7% |
| Participant deferral / active EE | $5,260 | $4,554+15.5% | $3,709+41.8% | $5,982-12.1% |
| Admin fee / account holder | $23,609 | $6,193+281.2% | $3,845+514.0% | $11,246+109.9% |