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 | $39,959 | $77,145-48.2% | $108,410-63.1% | $85,850-53.5% |
| Participation rate | 81.5% | 74.7%+6.8pp | 80.1%+1.3pp | 69.3%+12.2pp |
| Annual return | 14.17% | 44.54%-30.4pp | 905.27%-891.1pp | 318.53%-304.4pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,552 | $5,566+53.6% | $6,563+30.3% | $3,952+116.4% |
| Admin fee / account holder | $361 | $5,172-93.0% | $7,295-95.1% | $6,260-94.2% |