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 | $52,595 | $157,256-66.6% | $141,162-62.7% | $152,861-65.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.74% | 64.32%-47.6pp | 71.39%-54.6pp | 345.32%-328.6pp |
| Employer contribution / active EE | $6,464 | $5,261+22.9% | $4,735+36.5% | $4,762+35.7% |
| Participant deferral / active EE | $10,550 | $7,109+48.4% | $6,709+57.3% | $5,850+80.3% |
| Admin fee / account holder | $42,434 | $12,120+250.1% | $10,261+313.5% | $11,596+265.9% |