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 | $55,539 | $96,635-42.5% | $86,612-35.9% | $139,434-60.2% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 10.89% | 106.41%-95.5pp | 591.07%-580.2pp | 372.94%-362.1pp |
| Employer contribution / active EE | $1,793 | $3,263-45.0% | $3,022-40.7% | $4,751-62.3% |
| Participant deferral / active EE | $2,730 | $4,836-43.5% | $4,438-38.5% | $6,710-59.3% |
| Admin fee / account holder | $36,755 | $6,408+473.6% | $5,614+554.7% | $11,403+222.3% |