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 | $67,864 | $127,777-46.9% | $106,548-36.3% | $167,490-59.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 8.52% | 33.87%-25.3pp | 26.80%-18.3pp | 478.56%-470.0pp |
| Employer contribution / active EE | $1,250 | $3,427-63.5% | $2,819-55.7% | $4,837-74.2% |
| Participant deferral / active EE | $0 | $5,087-100.0% | $4,398-100.0% | $6,341-100.0% |
| Admin fee / account holder | $11,211 | $11,228-0.1% | $7,407+51.4% | $12,309-8.9% |