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 | $51,667 | $162,781-68.3% | $133,956-61.4% | $158,922-67.5% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | 14.54% | 41.94%-27.4pp | 45.09%-30.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,194 | $4,975-55.9% | $3,919-44.0% | $4,761-53.9% |
| Participant deferral / active EE | $3,116 | $5,911-47.3% | $5,048-38.3% | $5,982-47.9% |
| Admin fee / account holder | $6,118 | $11,736-47.9% | $8,927-31.5% | $11,246-45.6% |