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 | $49,960 | $115,708-56.8% | $65,255-23.4% | $139,434-64.2% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 12.39% | 31.19%-18.8pp | 47.35%-35.0pp | 372.94%-360.6pp |
| Employer contribution / active EE | $3,551 | $2,599+36.6% | $1,691+110.0% | $4,751-25.2% |
| Participant deferral / active EE | $4,415 | $4,240+4.1% | $2,831+56.0% | $6,710-34.2% |
| Admin fee / account holder | $35,290 | $6,698+426.8% | $4,112+758.2% | $11,403+209.5% |