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 | $64,237 | $102,317-37.2% | $146,958-56.3% | $80,856-20.6% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 14.93% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,108 | $3,713-43.2% | $4,933-57.3% | $2,755-23.5% |
| Participant deferral / active EE | $7,963 | $6,644+19.9% | $8,070-1.3% | $4,296+85.4% |
| Admin fee / account holder | $8,410 | $7,941+5.9% | $12,998-35.3% | $6,918+21.6% |