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 | $57,786 | $97,757-40.9% | $83,848-31.1% | $135,375-57.3% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | 0.10% | 1287.37%-1287.3pp | 850.88%-850.8pp | 519.73%-519.6pp |
| Employer contribution / active EE | $1,194 | $4,222-71.7% | $3,631-67.1% | $4,779-75.0% |
| Participant deferral / active EE | $3,347 | $4,682-28.5% | $4,082-18.0% | $5,609-40.3% |
| Admin fee / account holder | $2,037 | $6,674-69.5% | $5,478-62.8% | $10,827-81.2% |