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 | $62,825 | $99,079-36.6% | $77,999-19.5% | $273,961-77.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.5%+12.0pp | 83.0%+4.5pp |
| Annual return | 11.91% | 217.93%-206.0pp | 425.96%-414.1pp | 41.45%-29.5pp |
| Employer contribution / active EE | $2,709 | $3,308-18.1% | $2,470+9.7% | $4,869-44.4% |
| Participant deferral / active EE | $3,961 | $4,306-8.0% | $3,497+13.3% | $5,287-25.1% |
| Admin fee / account holder | $700 | $8,954-92.2% | $5,480-87.2% | $10,132-93.1% |