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 | $75,054 | $102,317-26.6% | $146,958-48.9% | $80,856-7.2% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.2%+10.4pp | 67.6%+24.9pp |
| Annual return | 12.41% | 134.76%-122.4pp | 418.34%-405.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,636 | $3,713-29.0% | $4,933-46.6% | $2,755-4.3% |
| Participant deferral / active EE | $3,815 | $6,644-42.6% | $8,070-52.7% | $4,296-11.2% |
| Admin fee / account holder | $1,101 | $7,941-86.1% | $12,998-91.5% | $6,918-84.1% |