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 | $47,047 | $67,823-30.6% | $52,425-10.3% | $137,256-65.7% |
| Participation rate | 70.0% | 63.9%+6.1pp | 55.6%+14.4pp | 80.0%-10.0pp |
| Annual return | 12.64% | 219.11%-206.5pp | 302.12%-289.5pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,154 | $1,163+85.2% | $914+135.6% | $4,156-48.2% |
| Participant deferral / active EE | $6,749 | $2,288+195.0% | $1,790+276.9% | $6,407+5.3% |
| Admin fee / account holder | $43,232 | $2,844+1420.0% | $2,495+1632.8% | $12,270+252.3% |