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 | $51,287 | $99,079-48.2% | $77,999-34.2% | $273,961-81.3% |
| Participation rate | 84.2% | 78.6%+5.6pp | 75.5%+8.7pp | 83.0%+1.2pp |
| Annual return | 8.10% | 217.93%-209.8pp | 425.96%-417.9pp | 41.45%-33.4pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,848 | $4,306-57.1% | $3,497-47.1% | $5,287-65.0% |
| Admin fee / account holder | $6,155 | $8,954-31.3% | $5,480+12.3% | $10,132-39.3% |