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 | $48,004 | $99,877-51.9% | $84,966-43.5% | $145,922-67.1% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 17.83% | 83.76%-65.9pp | 66.38%-48.6pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,328 | $3,231-58.9% | $2,727-51.3% | $4,660-71.5% |
| Participant deferral / active EE | $2,190 | $5,291-58.6% | $4,519-51.5% | $6,688-67.3% |
| Admin fee / account holder | $14,487 | $7,248+99.9% | $6,149+135.6% | $13,397+8.1% |