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 | $60,744 | $106,890-43.2% | $84,015-27.7% | $152,861-60.3% |
| Participation rate | 76.9% | 75.2%+1.7pp | 69.0%+7.9pp | 82.4%-5.5pp |
| Annual return | 16.73% | 104.99%-88.3pp | 71.31%-54.6pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,033 | $2,734-62.2% | $1,983-47.9% | $4,762-78.3% |
| Participant deferral / active EE | $2,538 | $4,011-36.7% | $3,239-21.6% | $5,850-56.6% |
| Admin fee / account holder | $10,946 | $8,285+32.1% | $6,101+79.4% | $11,596-5.6% |