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 | $52,757 | $79,184-33.4% | $102,438-48.5% | $74,546-29.2% |
| Participation rate | 87.2% | 74.8%+12.4pp | 76.5%+10.7pp | 67.2%+20.0pp |
| Annual return | 11.17% | 54.95%-43.8pp | 29.37%-18.2pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $1,977 | $2,362-16.3% | $3,024-34.6% | $2,624-24.7% |
| Participant deferral / active EE | $4,100 | $4,414-7.1% | $5,054-18.9% | $4,347-5.7% |
| Admin fee / account holder | $7,859 | $2,001+292.7% | $9,448-16.8% | $1,944+304.4% |