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 | $60,356 | $90,503-33.3% | $78,689-23.3% | $273,961-78.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 22.02% | 75.60%-53.6pp | 62.18%-40.2pp | 41.45%-19.4pp |
| Employer contribution / active EE | $1,766 | $3,176-44.4% | $2,851-38.0% | $4,869-63.7% |
| Participant deferral / active EE | $3,145 | $3,901-19.4% | $3,517-10.6% | $5,287-40.5% |
| Admin fee / account holder | $29,543 | $5,263+461.3% | $4,510+555.0% | $10,132+191.6% |