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 | $45,386 | $96,484-53.0% | $75,886-40.2% | $152,861-70.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.3%+14.1pp | 82.4%+0.9pp |
| Annual return | 12.62% | 33.98%-21.4pp | 30.76%-18.1pp | 345.32%-332.7pp |
| Employer contribution / active EE | $3,007 | $3,309-9.1% | $2,500+20.3% | $4,762-36.9% |
| Participant deferral / active EE | $5,157 | $4,553+13.3% | $3,603+43.1% | $5,850-11.9% |
| Admin fee / account holder | $48,567 | $8,078+501.2% | $5,418+796.3% | $11,596+318.8% |