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 | $33,155 | $65,041-49.0% | $90,951-63.5% | $79,858-58.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 12.94% | 30.45%-17.5pp | 134.60%-121.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $6,034 | $1,247+383.9% | $2,122+184.4% | $2,471+144.2% |
| Participant deferral / active EE | $3,951 | $2,512+57.3% | $3,373+17.1% | $3,740+5.6% |
| Admin fee / account holder | $1,971 | $4,536-56.5% | $5,959-66.9% | $5,306-62.9% |