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 | $38,059 | $153,311-75.2% | $109,313-65.2% | $273,961-86.1% |
| Participation rate | 80.0% | 80.1%-0.1pp | 71.3%+8.7pp | 83.0%-3.0pp |
| Annual return | 3.54% | 29.86%-26.3pp | 22.07%-18.5pp | 41.45%-37.9pp |
| Employer contribution / active EE | $2,390 | $5,619-57.5% | $3,892-38.6% | $4,869-50.9% |
| Participant deferral / active EE | $2,988 | $3,932-24.0% | $3,166-5.6% | $5,287-43.5% |
| Admin fee / account holder | $26,832 | $8,076+232.3% | $5,666+373.5% | $10,132+164.8% |