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 | $87,416 | $112,881-22.6% | $90,951-3.9% | $158,922-45.0% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 15.99% | 215.79%-199.8pp | 134.60%-118.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $953 | $2,893-67.1% | $2,122-55.1% | $4,761-80.0% |
| Participant deferral / active EE | $3,826 | $4,128-7.3% | $3,373+13.4% | $5,982-36.0% |
| Admin fee / account holder | $64,214 | $8,041+698.6% | $5,959+977.7% | $11,246+471.0% |