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 | $51,836 | $96,965-46.5% | $97,995-47.1% | $147,584-64.9% |
| Participation rate | 92.3% | 83.6%+8.7pp | 82.4%+9.9pp | 82.8%+9.5pp |
| Annual return | 16.94% | 24.11%-7.2pp | 23.94%-7.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,619 | $4,536-64.3% | $4,158-61.1% | $4,876-66.8% |
| Participant deferral / active EE | $1,887 | $5,081-62.9% | $5,097-63.0% | $5,439-65.3% |
| Admin fee / account holder | $21,170 | $8,120+160.7% | $5,943+256.2% | $10,885+94.5% |