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 | $71,008 | $102,966-31.0% | $90,281-21.3% | $152,861-53.5% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 22.03% | 95.16%-73.1pp | 78.10%-56.1pp | 345.32%-323.3pp |
| Employer contribution / active EE | $864 | $3,139-72.5% | $2,854-69.7% | $4,762-81.9% |
| Participant deferral / active EE | $4,335 | $4,281+1.3% | $3,885+11.6% | $5,850-25.9% |
| Admin fee / account holder | $738 | $6,171-88.0% | $5,351-86.2% | $11,596-93.6% |