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 | $31,181 | $113,339-72.5% | $94,993-67.2% | $147,584-78.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 10.22% | 20.77%-10.5pp | 27.12%-16.9pp | 578.55%-568.3pp |
| Employer contribution / active EE | $1,648 | $3,160-47.9% | $2,603-36.7% | $4,876-66.2% |
| Participant deferral / active EE | $1,594 | $3,777-57.8% | $3,317-51.9% | $5,439-70.7% |
| Admin fee / account holder | $26,000 | $6,063+328.9% | $4,960+424.2% | $10,885+138.9% |