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 | $55,551 | $74,888-25.8% | $71,209-22.0% | $142,382-61.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 29.23% | 345.14%-315.9pp | 282.51%-253.3pp | 217.08%-187.8pp |
| Employer contribution / active EE | $853 | $2,854-70.1% | $2,721-68.6% | $4,299-80.2% |
| Participant deferral / active EE | $4,044 | $4,454-9.2% | $4,175-3.1% | $6,507-37.9% |
| Admin fee / account holder | $36,914 | $5,568+562.9% | $5,349+590.1% | $12,624+192.4% |