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 | $74,467 | $88,083-15.5% | $164,813-54.8% | $74,4950% |
| Participation rate | 92.2% | 73.0%+19.2pp | 78.6%+13.6pp | 67.2%+25.0pp |
| Annual return | 14.63% | 17.26%-2.6pp | 69.93%-55.3pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,069 | $2,593-20.2% | $4,341-52.3% | $2,623-21.1% |
| Participant deferral / active EE | $4,307 | $4,498-4.2% | $6,031-28.6% | $4,346-0.9% |
| Admin fee / account holder | $15,138 | $2,234+577.7% | $12,690+19.3% | $1,942+679.6% |