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 | $37,713 | $116,175-67.5% | $93,606-59.7% | $152,861-75.3% |
| Participation rate | 90.0% | 78.0%+12.0pp | 75.8%+14.2pp | 82.4%+7.6pp |
| Annual return | 12.76% | 35.96%-23.2pp | 32.76%-20.0pp | 345.32%-332.6pp |
| Employer contribution / active EE | $2,022 | $3,218-37.2% | $2,718-25.6% | $4,762-57.6% |
| Participant deferral / active EE | $4,307 | $4,603-6.4% | $4,069+5.9% | $5,850-26.4% |
| Admin fee / account holder | $43,734 | $10,748+306.9% | $7,888+454.4% | $11,596+277.1% |