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 | $49,531 | $80,968-38.8% | $96,544-48.7% | $75,163-34.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.63% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,098 | $2,282-51.9% | $2,965-63.0% | $2,670-58.9% |
| Participant deferral / active EE | $3,975 | $3,928+1.2% | $4,851-18.1% | $4,125-3.6% |
| Admin fee / account holder | $14,095 | $6,724+109.6% | $8,252+70.8% | $5,651+149.4% |