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 | $44,817 | $70,428-36.4% | $96,562-53.6% | $85,850-47.8% |
| Participation rate | 98.0% | 61.8%+36.2pp | 69.8%+28.1pp | 69.3%+28.6pp |
| Annual return | 16.57% | 18.59%-2.0pp | 37.78%-21.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $2,481 | $1,413+75.6% | $2,356+5.3% | $2,565-3.3% |
| Participant deferral / active EE | $3,135 | $2,894+8.3% | $3,849-18.5% | $3,952-20.7% |
| Admin fee / account holder | $28,653 | $4,997+473.4% | $6,181+363.6% | $6,260+357.7% |