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 | $46,740 | $118,680-60.6% | $98,907-52.7% | $158,922-70.6% |
| Participation rate | 88.2% | 77.8%+10.4pp | 76.0%+12.2pp | 82.0%+6.3pp |
| Annual return | 10.34% | 372.35%-362.0pp | 196.43%-186.1pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,498 | $3,333-55.1% | $2,689-44.3% | $4,761-68.5% |
| Participant deferral / active EE | $3,186 | $5,088-37.4% | $4,244-24.9% | $5,982-46.7% |
| Admin fee / account holder | $20,512 | $10,131+102.5% | $6,642+208.8% | $11,246+82.4% |