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 | $34,300 | $97,757-64.9% | $83,848-59.1% | $135,375-74.7% |
| Participation rate | 86.4% | 80.0%+6.4pp | 76.1%+10.2pp | 82.6%+3.7pp |
| Annual return | 0.71% | 1287.37%-1286.7pp | 850.88%-850.2pp | 519.73%-519.0pp |
| Employer contribution / active EE | $2,058 | $4,222-51.3% | $3,631-43.3% | $4,779-56.9% |
| Participant deferral / active EE | $5,200 | $4,682+11.1% | $4,082+27.4% | $5,609-7.3% |
| Admin fee / account holder | $1,310 | $6,674-80.4% | $5,478-76.1% | $10,827-87.9% |