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 | $25,364 | $165,912-84.7% | $122,332-79.3% | $147,584-82.8% |
| Participation rate | 95.5% | 79.6%+15.9pp | 71.6%+23.8pp | 82.8%+12.6pp |
| Annual return | 8.70% | 34.55%-25.9pp | 30.27%-21.6pp | 578.55%-569.9pp |
| Employer contribution / active EE | $1,796 | $5,754-68.8% | $4,050-55.7% | $4,876-63.2% |
| Participant deferral / active EE | $3,896 | $4,005-2.7% | $3,287+18.5% | $5,439-28.4% |
| Admin fee / account holder | $20,735 | $7,424+179.3% | $5,478+278.5% | $10,885+90.5% |