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 | $42,059 | $118,849-64.6% | $96,562-56.4% | $167,490-74.9% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 8.50% | 50.49%-42.0pp | 37.78%-29.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $739 | $3,120-76.3% | $2,356-68.6% | $4,837-84.7% |
| Participant deferral / active EE | $3,239 | $4,616-29.8% | $3,849-15.8% | $6,341-48.9% |
| Admin fee / account holder | $26,695 | $8,065+231.0% | $6,181+331.9% | $12,309+116.9% |