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 | $53,544 | $97,757-45.2% | $83,848-36.1% | $135,375-60.4% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | 2.83% | 1287.37%-1284.5pp | 850.88%-848.0pp | 519.73%-516.9pp |
| Employer contribution / active EE | $3,748 | $4,222-11.2% | $3,631+3.2% | $4,779-21.6% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,039 | $6,674-54.5% | $5,478-44.5% | $10,827-71.9% |