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 | $70,031 | $84,233-16.9% | $170,442-58.9% | $70,131-0.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 41.59% | 23.06%+18.5pp | 205.93%-164.3pp | 73.14%-31.5pp |
| Employer contribution / active EE | $2,866 | $3,387-15.4% | $5,433-47.2% | $2,342+22.4% |
| Participant deferral / active EE | $1,520 | $3,086-50.7% | $4,939-69.2% | $3,332-54.4% |
| Admin fee / account holder | $24,418 | $5,698+328.5% | $13,880+75.9% | $4,645+425.6% |