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 | $64,252 | $53,516+20.1% | $126,539-49.2% | $84,808-24.2% |
| Participation rate | 74.0% | 58.2%+15.8pp | 69.8%+4.2pp | 68.3%+5.7pp |
| Annual return | 23.63% | 58.34%-34.7pp | 425.95%-402.3pp | 40.90%-17.3pp |
| Employer contribution / active EE | $1,077 | $1,535-29.8% | $3,674-70.7% | $2,631-59.1% |
| Participant deferral / active EE | $2,406 | $2,671-9.9% | $4,083-41.1% | $4,212-42.9% |
| Admin fee / account holder | $13,107 | $4,497+191.5% | $6,065+116.1% | $7,344+78.5% |