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 | $61,742 | $138,385-55.4% | $184,200-66.5% | $80,874-23.7% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.8pp | 67.6%+28.9pp |
| Annual return | 15.09% | 20.02%-4.9pp | 28.80%-13.7pp | 35.62%-20.5pp |
| Employer contribution / active EE | $2,092 | $4,849-56.9% | $6,424-67.4% | $2,756-24.1% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,402 | $10,483-86.6% | $13,907-89.9% | $6,935-79.8% |