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 | $56,072 | $80,717-30.5% | $154,803-63.8% | $84,808-33.9% |
| Participation rate | 96.6% | 66.8%+29.7pp | 78.1%+18.5pp | 68.3%+28.2pp |
| Annual return | 14.52% | 37.96%-23.4pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,240 | $2,761-55.1% | $4,305-71.2% | $2,631-52.9% |
| Participant deferral / active EE | $3,598 | $3,303+8.9% | $5,540-35.1% | $4,212-14.6% |
| Admin fee / account holder | $35,886 | $6,746+432.0% | $14,329+150.4% | $7,344+388.7% |