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 | $61,438 | $107,015-42.6% | $73,545-16.5% | $147,584-58.4% |
| Participation rate | 87.5% | 66.4%+21.1pp | 54.9%+32.6pp | 82.8%+4.7pp |
| Annual return | 18.69% | 38.25%-19.6pp | -15.16%+33.9pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,758 | $1,760-0.1% | $1,219+44.2% | $4,876-64.0% |
| Participant deferral / active EE | $3,848 | $2,462+56.3% | $1,806+113.1% | $5,439-29.2% |
| Admin fee / account holder | $7,992 | $3,055+161.6% | $2,320+244.5% | $10,885-26.6% |