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 | $60,804 | $99,079-38.6% | $77,999-22.0% | $273,961-77.8% |
| Participation rate | 89.5% | 78.6%+10.9pp | 75.5%+14.0pp | 83.0%+6.5pp |
| Annual return | 4.01% | 217.93%-213.9pp | 425.96%-421.9pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,680 | $3,308-49.2% | $2,470-32.0% | $4,869-65.5% |
| Participant deferral / active EE | $4,331 | $4,306+0.6% | $3,497+23.9% | $5,287-18.1% |
| Admin fee / account holder | $42,601 | $8,954+375.8% | $5,480+677.3% | $10,132+320.5% |