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 | $51,759 | $48,230+7.3% | $67,502-23.3% | $80,856-36.0% |
| Participation rate | 70.4% | 66.4%+4.1pp | 72.9%-2.5pp | 67.6%+2.8pp |
| Annual return | 11.58% | 18.28%-6.7pp | 3512.12%-3500.5pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,499 | $2,020-25.8% | $2,731-45.1% | $2,755-45.6% |
| Participant deferral / active EE | $2,512 | $2,924-14.1% | $4,000-37.2% | $4,296-41.5% |
| Admin fee / account holder | $10,862 | $3,681+195.1% | $3,998+171.7% | $6,918+57.0% |