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 | $59,165 | $102,317-42.2% | $146,958-59.7% | $80,856-26.8% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 12.26% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,054 | $3,713-44.7% | $4,933-58.4% | $2,755-25.4% |
| Participant deferral / active EE | $5,391 | $6,644-18.9% | $8,070-33.2% | $4,296+25.5% |
| Admin fee / account holder | $8,995 | $7,941+13.3% | $12,998-30.8% | $6,918+30.0% |