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 | $36,126 | $69,207-47.8% | $64,056-43.6% | $139,434-74.1% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 17.62% | 45.88%-28.3pp | 33.69%-16.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $3,083 | $3,182-3.1% | $2,747+12.3% | $4,751-35.1% |
| Participant deferral / active EE | $4,195 | $4,682-10.4% | $3,880+8.1% | $6,710-37.5% |
| Admin fee / account holder | $25,230 | $4,244+494.5% | $3,068+722.3% | $11,403+121.3% |