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 | $40,129 | $96,635-58.5% | $86,612-53.7% | $139,434-71.2% |
| Participation rate | 73.3% | 74.4%-1.1pp | 71.7%+1.6pp | 80.3%-7.0pp |
| Annual return | 17.80% | 106.41%-88.6pp | 591.07%-573.3pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,245 | $3,263-31.2% | $3,022-25.7% | $4,751-52.7% |
| Participant deferral / active EE | $3,239 | $4,836-33.0% | $4,438-27.0% | $6,710-51.7% |
| Admin fee / account holder | $7,843 | $6,408+22.4% | $5,614+39.7% | $11,403-31.2% |