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 | $56,460 | $112,729-49.9% | $98,716-42.8% | $137,256-58.9% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.3%+3.4pp | 80.0%-7.2pp |
| Annual return | 14.10% | 38.48%-24.4pp | 31.81%-17.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,936 | $2,725-29.0% | $2,279-15.0% | $4,156-53.4% |
| Participant deferral / active EE | $4,733 | $4,640+2.0% | $4,048+16.9% | $6,407-26.1% |
| Admin fee / account holder | $96,500 | $10,129+852.8% | $8,703+1008.8% | $12,270+686.5% |