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 | $85,643 | $102,317-16.3% | $146,958-41.7% | $80,856+5.9% |
| Participation rate | 70.2% | 75.8%-5.6pp | 82.2%-11.9pp | 67.6%+2.6pp |
| Annual return | 13.57% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,213 | $3,713-67.3% | $4,933-75.4% | $2,755-56.0% |
| Participant deferral / active EE | $2,889 | $6,644-56.5% | $8,070-64.2% | $4,296-32.7% |
| Admin fee / account holder | $30,043 | $7,941+278.3% | $12,998+131.1% | $6,918+334.3% |