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 | $44,327 | $99,079-55.3% | $77,999-43.2% | $273,961-83.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.5%+12.0pp | 83.0%+4.5pp |
| Annual return | 5.26% | 217.93%-212.7pp | 425.96%-420.7pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,667 | $3,308-49.6% | $2,470-32.5% | $4,869-65.8% |
| Participant deferral / active EE | $1,060 | $4,306-75.4% | $3,497-69.7% | $5,287-80.0% |
| Admin fee / account holder | $1,863 | $8,954-79.2% | $5,480-66.0% | $10,132-81.6% |