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 | $42,802 | $98,240-56.4% | $82,313-48.0% | $147,584-71.0% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 14.05% | 30.85%-16.8pp | 25.88%-11.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,548 | $3,192-51.5% | $2,428-36.3% | $4,876-68.3% |
| Participant deferral / active EE | $4,557 | $4,383+4.0% | $3,706+23.0% | $5,439-16.2% |
| Admin fee / account holder | $13,367 | $8,563+56.1% | $5,608+138.4% | $10,885+22.8% |