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 | $63,036 | $102,616-38.6% | $81,983-23.1% | $158,922-60.3% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.2%+12.6pp | 82.0%-0.1pp |
| Annual return | 14.22% | 61.04%-46.8pp | 41.31%-27.1pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,697 | $3,240-47.6% | $2,498-32.1% | $4,761-64.4% |
| Participant deferral / active EE | $2,554 | $4,648-45.0% | $3,722-31.4% | $5,982-57.3% |
| Admin fee / account holder | $12,434 | $8,235+51.0% | $5,664+119.5% | $11,246+10.6% |