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 | $70,900 | $232,540-69.5% | $185,117-61.7% | $147,584-52.0% |
| Participation rate | 87.5% | 82.4%+5.1pp | 77.3%+10.2pp | 82.8%+4.7pp |
| Annual return | 14.73% | 43.03%-28.3pp | 40.50%-25.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $3,260 | $5,195-37.2% | $4,182-22.0% | $4,876-33.1% |
| Participant deferral / active EE | $4,630 | $5,834-20.6% | $5,045-8.2% | $5,439-14.9% |
| Admin fee / account holder | $28,594 | $10,275+178.3% | $8,159+250.4% | $10,885+162.7% |