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 | $37,653 | $101,724-63.0% | $164,813-77.2% | $80,856-53.4% |
| Participation rate | 91.4% | 71.8%+19.6pp | 78.6%+12.8pp | 67.6%+23.8pp |
| Annual return | 16.40% | 16.72%-0.3pp | 69.93%-53.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,857 | $2,953-3.3% | $4,341-34.2% | $2,755+3.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,757 | $8,227-78.6% | $12,690-86.2% | $6,918-74.6% |