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 | $76,819 | $109,327-29.7% | $89,391-14.1% | $158,922-51.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 5.90% | 345.68%-339.8pp | 245.62%-239.7pp | 302.83%-296.9pp |
| Employer contribution / active EE | $932 | $3,170-70.6% | $2,586-64.0% | $4,761-80.4% |
| Participant deferral / active EE | $5,934 | $4,598+29.0% | $3,890+52.5% | $5,982-0.8% |
| Admin fee / account holder | $2,498 | $6,153-59.4% | $4,881-48.8% | $11,246-77.8% |