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 | $63,207 | $79,171-20.2% | $102,423-38.3% | $74,495-15.2% |
| Participation rate | 89.1% | 74.8%+14.3pp | 76.5%+12.6pp | 67.2%+21.9pp |
| Annual return | 15.14% | 54.93%-39.8pp | 29.32%-14.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,198 | $2,362-49.3% | $3,023-60.4% | $2,623-54.3% |
| Participant deferral / active EE | $6,601 | $4,415+49.5% | $5,053+30.6% | $4,346+51.9% |
| Admin fee / account holder | $6,938 | $2,001+246.8% | $9,451-26.6% | $1,942+257.3% |