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 | $64,843 | $110,809-41.5% | $86,874-25.4% | $167,490-61.3% |
| Participation rate | 87.0% | 75.8%+11.2pp | 71.6%+15.3pp | 82.1%+4.9pp |
| Annual return | 9.31% | 116.98%-107.7pp | 63.52%-54.2pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,000 | $3,244-69.2% | $2,495-59.9% | $4,837-79.3% |
| Participant deferral / active EE | $2,566 | $4,546-43.5% | $3,699-30.6% | $6,341-59.5% |
| Admin fee / account holder | $3,653 | $8,415-56.6% | $5,828-37.3% | $12,309-70.3% |