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 | $45,478 | $80,812-43.7% | $160,784-71.7% | $82,448-44.8% |
| Participation rate | 81.6% | 66.2%+15.4pp | 77.0%+4.7pp | 68.1%+13.6pp |
| Annual return | 20.27% | 100.59%-80.3pp | 1803.92%-1783.7pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,941 | $2,174-10.7% | $3,733-48.0% | $2,551-23.9% |
| Participant deferral / active EE | $4,303 | $4,335-0.7% | $6,293-31.6% | $4,139+4.0% |
| Admin fee / account holder | $2,592 | $7,695-66.3% | $9,717-73.3% | $7,234-64.2% |