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 | $30,204 | $109,327-72.4% | $89,391-66.2% | $158,922-81.0% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 15.80% | 345.68%-329.9pp | 245.62%-229.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $4,385 | $3,170+38.3% | $2,586+69.6% | $4,761-7.9% |
| Participant deferral / active EE | $7,940 | $4,598+72.7% | $3,890+104.1% | $5,982+32.7% |
| Admin fee / account holder | $39,707 | $6,153+545.3% | $4,881+713.4% | $11,246+253.1% |