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 | $64,979 | $102,317-36.5% | $146,958-55.8% | $80,856-19.6% |
| Participation rate | 81.5% | 75.8%+5.6pp | 82.2%-0.7pp | 67.6%+13.8pp |
| Annual return | 19.31% | 134.76%-115.4pp | 418.34%-399.0pp | 35.59%-16.3pp |
| Employer contribution / active EE | $2,124 | $3,713-42.8% | $4,933-56.9% | $2,755-22.9% |
| Participant deferral / active EE | $4,714 | $6,644-29.0% | $8,070-41.6% | $4,296+9.7% |
| Admin fee / account holder | $4,295 | $7,941-45.9% | $12,998-67.0% | $6,918-37.9% |