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 | $42,098 | $99,032-57.5% | $80,019-47.4% | $135,375-68.9% |
| Participation rate | 90.5% | 78.4%+12.1pp | 75.8%+14.6pp | 82.6%+7.8pp |
| Annual return | 10.24% | 15.39%-5.1pp | 11.22%-1.0pp | 519.73%-509.5pp |
| Employer contribution / active EE | $1,616 | $3,043-46.9% | $2,468-34.5% | $4,779-66.2% |
| Participant deferral / active EE | $3,646 | $4,282-14.8% | $3,686-1.1% | $5,609-35.0% |
| Admin fee / account holder | $503 | $10,436-95.2% | $6,521-92.3% | $10,827-95.4% |