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 | $63,890 | $118,450-46.1% | $98,439-35.1% | $139,434-54.2% |
| Participation rate | 81.8% | 77.4%+4.4pp | 75.2%+6.7pp | 80.3%+1.5pp |
| Annual return | 10.72% | 18.94%-8.2pp | 21.16%-10.4pp | 372.94%-362.2pp |
| Employer contribution / active EE | $814 | $3,609-77.4% | $3,048-73.3% | $4,751-82.9% |
| Participant deferral / active EE | $3,856 | $5,392-28.5% | $4,738-18.6% | $6,710-42.5% |
| Admin fee / account holder | $22,089 | $14,026+57.5% | $8,948+146.9% | $11,403+93.7% |