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 | $81,697 | $105,859-22.8% | $90,160-9.4% | $147,584-44.6% |
| Participation rate | 89.5% | 79.7%+9.7pp | 76.9%+12.6pp | 82.8%+6.6pp |
| Annual return | 17.09% | 37.63%-20.5pp | 34.88%-17.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,059 | $4,126-50.1% | $3,318-37.9% | $4,876-57.8% |
| Participant deferral / active EE | $3,319 | $5,733-42.1% | $5,288-37.2% | $5,439-39.0% |
| Admin fee / account holder | $13,318 | $8,046+65.5% | $5,943+124.1% | $10,885+22.3% |