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 | $53,427 | $101,069-47.1% | $81,478-34.4% | $147,584-63.8% |
| Participation rate | 93.8% | 74.5%+19.3pp | 68.0%+25.8pp | 82.8%+10.9pp |
| Annual return | 19.28% | 32.40%-13.1pp | 38.78%-19.5pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,062 | $3,205-66.9% | $2,568-58.6% | $4,876-78.2% |
| Participant deferral / active EE | $3,447 | $4,242-18.7% | $3,537-2.5% | $5,439-36.6% |
| Admin fee / account holder | $3,239 | $5,812-44.3% | $4,561-29.0% | $10,885-70.2% |