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 | $33,630 | $176,377-80.9% | $134,143-74.9% | $158,922-78.8% |
| Participation rate | 82.4% | 78.7%+3.6pp | 72.2%+10.2pp | 82.0%+0.4pp |
| Annual return | 2.28% | 63.63%-61.3pp | 36.33%-34.1pp | 302.83%-300.5pp |
| Employer contribution / active EE | $2,661 | $5,040-47.2% | $3,704-28.2% | $4,761-44.1% |
| Participant deferral / active EE | $2,236 | $4,091-45.4% | $3,499-36.1% | $5,982-62.6% |
| Admin fee / account holder | $37,717 | $8,718+332.6% | $6,684+464.3% | $11,246+235.4% |