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 | $66,485 | $83,337-20.2% | $67,834-2.0% | $273,961-75.7% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 8.40% | 259.45%-251.1pp | 138.47%-130.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $4,001 | $3,287+21.7% | $2,403+66.5% | $4,869-17.8% |
| Participant deferral / active EE | $7,201 | $4,088+76.1% | $3,160+127.9% | $5,287+36.2% |
| Admin fee / account holder | $21,886 | $6,752+224.1% | $4,622+373.5% | $10,132+116.0% |