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 | $57,454 | $59,417-3.3% | $93,606-38.6% | $74,495-22.9% |
| Participation rate | 70.5% | 59.7%+10.8pp | 68.7%+1.7pp | 67.2%+3.3pp |
| Annual return | 16.76% | 81.83%-65.1pp | 133.20%-116.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $1,492 | $1,264+18.1% | $2,420-38.3% | $2,623-43.1% |
| Participant deferral / active EE | $3,469 | $3,050+13.8% | $4,411-21.4% | $4,346-20.2% |
| Admin fee / account holder | $2,480 | $3,021-17.9% | $8,285-70.1% | $1,942+27.7% |