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 | $36,768 | $83,902-56.2% | $167,512-78.1% | $84,808-56.6% |
| Participation rate | 88.2% | 66.5%+21.8pp | 77.1%+11.2pp | 68.3%+19.9pp |
| Annual return | 16.39% | 91.55%-75.2pp | 1615.79%-1599.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,634 | $2,264-27.8% | $3,882-57.9% | $2,631-37.9% |
| Participant deferral / active EE | $4,645 | $4,442+4.6% | $6,405-27.5% | $4,212+10.3% |
| Admin fee / account holder | $5,835 | $7,915-26.3% | $9,769-40.3% | $7,344-20.5% |