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 | $19,392 | $90,503-78.6% | $78,689-75.4% | $273,961-92.9% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 6.71% | 75.60%-68.9pp | 62.18%-55.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,362 | $3,176+5.9% | $2,851+18.0% | $4,869-30.9% |
| Participant deferral / active EE | $3,753 | $3,901-3.8% | $3,517+6.7% | $5,287-29.0% |
| Admin fee / account holder | $46,752 | $5,263+788.3% | $4,510+936.5% | $10,132+361.4% |