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 | $55,126 | $113,339-51.4% | $94,993-42.0% | $147,584-62.6% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 11.27% | 20.77%-9.5pp | 27.12%-15.8pp | 578.55%-567.3pp |
| Employer contribution / active EE | $100 | $3,160-96.8% | $2,603-96.1% | $4,876-97.9% |
| Participant deferral / active EE | $1,931 | $3,777-48.9% | $3,317-41.8% | $5,439-64.5% |
| Admin fee / account holder | $41,618 | $6,063+586.5% | $4,960+739.0% | $10,885+282.3% |