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 | $53,132 | $95,416-44.3% | $185,823-71.4% | $85,850-38.1% |
| Participation rate | 97.9% | 68.8%+29.1pp | 81.7%+16.2pp | 69.3%+28.6pp |
| Annual return | 14.12% | 23.59%-9.5pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,555 | $3,314-53.1% | $5,167-69.9% | $2,565-39.4% |
| Participant deferral / active EE | $3,405 | $3,423-0.5% | $5,568-38.8% | $3,952-13.8% |
| Admin fee / account holder | $9,782 | $7,213+35.6% | $16,237-39.8% | $6,260+56.3% |