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 | $43,250 | $102,317-57.7% | $146,958-70.6% | $80,856-46.5% |
| Participation rate | 87.9% | 75.8%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 24.59% | 134.76%-110.2pp | 418.34%-393.7pp | 35.59%-11.0pp |
| Employer contribution / active EE | $1,311 | $3,713-64.7% | $4,933-73.4% | $2,755-52.4% |
| Participant deferral / active EE | $4,566 | $6,644-31.3% | $8,070-43.4% | $4,296+6.3% |
| Admin fee / account holder | $6,772 | $7,941-14.7% | $12,998-47.9% | $6,918-2.1% |