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 | $56,111 | $85,022-34.0% | $70,515-20.4% | $139,434-59.8% |
| Participation rate | 88.9% | 73.9%+15.0pp | 68.3%+20.5pp | 80.3%+8.6pp |
| Annual return | 12.58% | 30.38%-17.8pp | 32.77%-20.2pp | 372.94%-360.4pp |
| Employer contribution / active EE | $4,123 | $3,909+5.5% | $2,973+38.7% | $4,751-13.2% |
| Participant deferral / active EE | $2,978 | $5,890-49.4% | $4,567-34.8% | $6,710-55.6% |
| Admin fee / account holder | $26,634 | $8,906+199.1% | $6,412+315.4% | $11,403+133.6% |