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 | $115,982 | $176,662-34.3% | $130,648-11.2% | $152,861-24.1% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 17.55% | 2692.24%-2674.7pp | 1708.96%-1691.4pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,326 | $5,742-76.9% | $4,092-67.6% | $4,762-72.2% |
| Participant deferral / active EE | $4,134 | $4,361-5.2% | $3,603+14.8% | $5,850-29.3% |
| Admin fee / account holder | $37,674 | $7,133+428.2% | $5,464+589.4% | $11,596+224.9% |