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 | $77,330 | $109,817-29.6% | $98,442-21.4% | $167,490-53.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 15.80% | 1956.69%-1940.9pp | 1492.73%-1476.9pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,338 | $3,224-58.5% | $2,960-54.8% | $4,837-72.3% |
| Participant deferral / active EE | $4,969 | $4,673+6.3% | $4,276+16.2% | $6,341-21.6% |
| Admin fee / account holder | $58,115 | $6,753+760.6% | $5,949+876.8% | $12,309+372.1% |