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 | $62,234 | $116,175-46.4% | $93,606-33.5% | $152,861-59.3% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 12.59% | 35.96%-23.4pp | 32.76%-20.2pp | 345.32%-332.7pp |
| Employer contribution / active EE | $1,755 | $3,218-45.5% | $2,718-35.4% | $4,762-63.1% |
| Participant deferral / active EE | $2,524 | $4,603-45.2% | $4,069-38.0% | $5,850-56.9% |
| Admin fee / account holder | $20,489 | $10,748+90.6% | $7,888+159.7% | $11,596+76.7% |