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 | $27,151 | $105,859-74.4% | $90,160-69.9% | $147,584-81.6% |
| Participation rate | 94.4% | 79.7%+14.7pp | 76.9%+17.6pp | 82.8%+11.6pp |
| Annual return | 19.70% | 37.63%-17.9pp | 34.88%-15.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $3,262 | $4,126-21.0% | $3,318-1.7% | $4,876-33.1% |
| Participant deferral / active EE | $5,596 | $5,733-2.4% | $5,288+5.8% | $5,439+2.9% |
| Admin fee / account holder | $21,086 | $8,046+162.1% | $5,943+254.8% | $10,885+93.7% |