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 | $56,632 | $95,266-40.6% | $82,389-31.3% | $142,382-60.2% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.5%+25.5pp | 80.1%+14.9pp |
| Annual return | 11.04% | 25.74%-14.7pp | 28.67%-17.6pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,702 | $2,991-43.1% | $2,517-32.4% | $4,299-60.4% |
| Participant deferral / active EE | $5,211 | $4,809+8.4% | $4,155+25.4% | $6,507-19.9% |
| Admin fee / account holder | $22,750 | $8,563+165.7% | $7,231+214.6% | $12,624+80.2% |