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 | $56,266 | $149,734-62.4% | $118,925-52.7% | $158,922-64.6% |
| Participation rate | 88.2% | 82.1%+6.2pp | 75.4%+12.9pp | 82.0%+6.3pp |
| Annual return | 12.44% | 19.95%-7.5pp | 35.88%-23.4pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,693 | $4,115-34.6% | $3,263-17.5% | $4,761-43.4% |
| Participant deferral / active EE | $0 | $5,223-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $30,319 | $8,603+252.4% | $6,581+360.7% | $11,246+169.6% |