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 | $76,608 | $111,754-31.4% | $103,333-25.9% | $145,922-47.5% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 10.60% | 24.77%-14.2pp | 24.88%-14.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,228 | $4,212-47.1% | $3,868-42.4% | $4,660-52.2% |
| Participant deferral / active EE | $3,577 | $5,619-36.3% | $5,057-29.3% | $6,688-46.5% |
| Admin fee / account holder | $26,101 | $9,750+167.7% | $8,355+212.4% | $13,397+94.8% |