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 | $49,942 | $56,114-11.0% | $96,139-48.1% | $85,850-41.8% |
| Participation rate | 79.1% | 56.7%+22.3pp | 68.4%+10.6pp | 69.3%+9.8pp |
| Annual return | 12.85% | 42.30%-29.5pp | 191.94%-179.1pp | 318.53%-305.7pp |
| Employer contribution / active EE | $668 | $1,620-58.8% | $2,797-76.1% | $2,565-74.0% |
| Participant deferral / active EE | $2,973 | $2,859+4.0% | $4,349-31.6% | $3,952-24.8% |
| Admin fee / account holder | $1,076 | $3,768-71.4% | $5,537-80.6% | $6,260-82.8% |