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 | $39,220 | $106,890-63.3% | $84,015-53.3% | $152,861-74.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.26% | 104.99%-87.7pp | 71.31%-54.0pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,203 | $2,734-56.0% | $1,983-39.3% | $4,762-74.7% |
| Participant deferral / active EE | $2,272 | $4,011-43.4% | $3,239-29.9% | $5,850-61.2% |
| Admin fee / account holder | $1,091 | $8,285-86.8% | $6,101-82.1% | $11,596-90.6% |