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 | $52,895 | $124,281-57.4% | $109,143-51.5% | $167,490-68.4% |
| Participation rate | 81.3% | 79.4%+1.8pp | 75.9%+5.4pp | 82.1%-0.9pp |
| Annual return | 10.09% | 26.04%-15.9pp | 25.75%-15.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $2,108 | $4,207-49.9% | $3,722-43.4% | $4,837-56.4% |
| Participant deferral / active EE | $3,108 | $5,255-40.9% | $4,653-33.2% | $6,341-51.0% |
| Admin fee / account holder | $16,861 | $7,970+111.6% | $6,752+149.7% | $12,309+37.0% |