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 | $39,398 | $73,933-46.7% | $96,683-59.3% | $75,163-47.6% |
| Participation rate | 92.5% | 66.4%+26.1pp | 74.3%+18.2pp | 67.2%+25.3pp |
| Annual return | 18.94% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,250 | $2,928-57.3% | $3,737-66.5% | $2,670-53.2% |
| Participant deferral / active EE | $3,786 | $3,659+3.5% | $4,878-22.4% | $4,125-8.2% |
| Admin fee / account holder | $12,876 | $5,216+146.8% | $6,730+91.3% | $5,651+127.8% |