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 | $43,619 | $101,069-56.8% | $81,478-46.5% | $147,584-70.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.36% | 32.40%-14.0pp | 38.78%-20.4pp | 578.55%-560.2pp |
| Employer contribution / active EE | $4,852 | $3,205+51.4% | $2,568+88.9% | $4,876-0.5% |
| Participant deferral / active EE | $3,215 | $4,242-24.2% | $3,537-9.1% | $5,439-40.9% |
| Admin fee / account holder | $938 | $5,812-83.9% | $4,561-79.4% | $10,885-91.4% |