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 | $43,552 | $118,919-63.4% | $88,538-50.8% | $152,861-71.5% |
| Participation rate | 88.9% | 73.4%+15.5pp | 68.7%+20.1pp | 82.4%+6.4pp |
| Annual return | 20.47% | 47.92%-27.4pp | 43.64%-23.2pp | 345.32%-324.8pp |
| Employer contribution / active EE | $868 | $2,669-67.5% | $2,098-58.6% | $4,762-81.8% |
| Participant deferral / active EE | $3,166 | $3,549-10.8% | $2,914+8.6% | $5,850-45.9% |
| Admin fee / account holder | $26,650 | $5,876+353.5% | $4,310+518.3% | $11,596+129.8% |