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 | $42,188 | $104,251-59.5% | $91,001-53.6% | $147,584-71.4% |
| Participation rate | 91.3% | 78.2%+13.1pp | 75.6%+15.7pp | 82.8%+8.5pp |
| Annual return | 18.18% | 27.06%-8.9pp | 4.60%+13.6pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,781 | $3,116-42.8% | $2,456-27.5% | $4,876-63.5% |
| Participant deferral / active EE | $4,845 | $4,195+15.5% | $3,547+36.6% | $5,439-10.9% |
| Admin fee / account holder | $738 | $8,948-91.8% | $5,417-86.4% | $10,885-93.2% |