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 | $52,408 | $89,355-41.3% | $141,162-62.9% | $72,985-28.2% |
| Participation rate | 82.1% | 75.1%+6.9pp | 82.5%-0.4pp | 69.5%+12.6pp |
| Annual return | 27.66% | 111.85%-84.2pp | 71.39%-43.7pp | 81.00%-53.3pp |
| Employer contribution / active EE | $2,181 | $3,114-30.0% | $4,735-53.9% | $2,440-10.6% |
| Participant deferral / active EE | $4,534 | $5,418-16.3% | $6,709-32.4% | $3,607+25.7% |
| Admin fee / account holder | $13,353 | $5,958+124.1% | $10,261+30.1% | $5,124+160.6% |