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 | $64,739 | $102,317-36.7% | $146,958-55.9% | $80,856-19.9% |
| Participation rate | 82.9% | 75.8%+7.1pp | 82.2%+0.8pp | 67.6%+15.3pp |
| Annual return | 16.79% | 134.76%-118.0pp | 418.34%-401.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $4,125 | $3,713+11.1% | $4,933-16.4% | $2,755+49.7% |
| Participant deferral / active EE | $8,722 | $6,644+31.3% | $8,070+8.1% | $4,296+103.0% |
| Admin fee / account holder | $17,610 | $7,941+121.8% | $12,998+35.5% | $6,918+154.6% |