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 | $53,136 | $116,175-54.3% | $93,606-43.2% | $152,861-65.2% |
| Participation rate | 93.8% | 78.0%+15.7pp | 75.8%+17.9pp | 82.4%+11.3pp |
| Annual return | 19.19% | 35.96%-16.8pp | 32.76%-13.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,956 | $3,218-39.2% | $2,718-28.0% | $4,762-58.9% |
| Participant deferral / active EE | $4,679 | $4,603+1.6% | $4,069+15.0% | $5,850-20.0% |
| Admin fee / account holder | $28,547 | $10,748+165.6% | $7,888+261.9% | $11,596+146.2% |