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 | $58,076 | $99,079-41.4% | $77,999-25.5% | $273,961-78.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.5%+14.5pp | 83.0%+7.0pp |
| Annual return | 8.45% | 217.93%-209.5pp | 425.96%-417.5pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,139 | $3,308-35.3% | $2,470-13.4% | $4,869-56.1% |
| Participant deferral / active EE | $4,260 | $4,306-1.1% | $3,497+21.8% | $5,287-19.4% |
| Admin fee / account holder | $7,819 | $8,954-12.7% | $5,480+42.7% | $10,132-22.8% |