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 | $45,969 | $49,922-7.9% | $80,569-42.9% | $75,163-38.8% |
| Participation rate | 71.4% | 55.3%+16.1pp | 67.0%+4.4pp | 67.2%+4.2pp |
| Annual return | 19.29% | 34.69%-15.4pp | 935.43%-916.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,035 | $1,698+19.8% | $2,723-25.3% | $2,670-23.8% |
| Participant deferral / active EE | $2,791 | $2,990-6.7% | $4,447-37.2% | $4,125-32.3% |
| Admin fee / account holder | $1,090 | $3,577-69.5% | $5,377-79.7% | $5,651-80.7% |