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 | $83,050 | $95,416-13.0% | $185,823-55.3% | $85,850-3.3% |
| Participation rate | 94.2% | 68.8%+25.4pp | 81.7%+12.5pp | 69.3%+24.9pp |
| Annual return | 14.03% | 23.59%-9.6pp | 122.05%-108.0pp | 318.53%-304.5pp |
| Employer contribution / active EE | $4,825 | $3,314+45.6% | $5,167-6.6% | $2,565+88.1% |
| Participant deferral / active EE | $1,871 | $3,423-45.3% | $5,568-66.4% | $3,952-52.7% |
| Admin fee / account holder | $25,257 | $7,213+250.2% | $16,237+55.5% | $6,260+303.5% |