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 | $14,099 | $90,600-84.4% | $79,464-82.3% | $135,375-89.6% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | 1.06% | 977.43%-976.4pp | 718.14%-717.1pp | 519.73%-518.7pp |
| Employer contribution / active EE | $3,397 | $3,068+10.7% | $2,800+21.3% | $4,779-28.9% |
| Participant deferral / active EE | $3,397 | $4,050-16.1% | $3,704-8.3% | $5,609-39.4% |
| Admin fee / account holder | $29,478 | $5,907+399.1% | $5,113+476.5% | $10,827+172.3% |