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 | $77,778 | $107,452-27.6% | $91,541-15.0% | $142,382-45.4% |
| Participation rate | 94.1% | 75.1%+19.0pp | 69.8%+24.3pp | 80.1%+14.0pp |
| Annual return | 10.56% | 22.06%-11.5pp | 20.50%-9.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,989 | $2,994-33.6% | $2,505-20.6% | $4,299-53.7% |
| Participant deferral / active EE | $3,273 | $4,754-31.2% | $4,008-18.3% | $6,507-49.7% |
| Admin fee / account holder | $44,071 | $8,834+398.9% | $6,956+533.5% | $12,624+249.1% |