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 | $47,236 | $101,069-53.3% | $81,478-42.0% | $147,584-68.0% |
| Participation rate | 86.7% | 74.5%+12.2pp | 68.0%+18.7pp | 82.8%+3.8pp |
| Annual return | 12.73% | 32.40%-19.7pp | 38.78%-26.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,386 | $4,242-43.7% | $3,537-32.5% | $5,439-56.1% |
| Admin fee / account holder | $1,079 | $5,812-81.4% | $4,561-76.3% | $10,885-90.1% |