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 | $45,594 | $116,175-60.8% | $93,606-51.3% | $152,861-70.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.04% | 35.96%-14.9pp | 32.76%-11.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,495 | $3,218-22.5% | $2,718-8.2% | $4,762-47.6% |
| Participant deferral / active EE | $2,877 | $4,603-37.5% | $4,069-29.3% | $5,850-50.8% |
| Admin fee / account holder | $5,790 | $10,748-46.1% | $7,888-26.6% | $11,596-50.1% |