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 | $53,072 | $102,317-48.1% | $146,958-63.9% | $80,856-34.4% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.2%+4.1pp | 67.6%+18.6pp |
| Annual return | 14.62% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,905 | $3,713+5.2% | $4,933-20.8% | $2,755+41.7% |
| Participant deferral / active EE | $6,285 | $6,644-5.4% | $8,070-22.1% | $4,296+46.3% |
| Admin fee / account holder | $3,348 | $7,941-57.8% | $12,998-74.2% | $6,918-51.6% |