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 | $49,513 | $71,050-30.3% | $93,606-47.1% | $80,856-38.8% |
| Participation rate | 72.5% | 60.4%+12.1pp | 68.7%+3.8pp | 67.6%+4.9pp |
| Annual return | 10.64% | 11.26%-0.6pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $443 | $1,564-71.7% | $2,420-81.7% | $2,755-83.9% |
| Participant deferral / active EE | $4,420 | $4,034+9.6% | $4,411+0.2% | $4,296+2.9% |
| Admin fee / account holder | $29,731 | $6,945+328.1% | $8,285+258.9% | $6,918+329.8% |