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 | $52,099 | $117,983-55.8% | $101,794-48.8% | $142,382-63.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.98% | 36.92%-16.9pp | 30.53%-10.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,166 | $2,773+14.2% | $2,289+38.3% | $4,299-26.3% |
| Participant deferral / active EE | $1,952 | $4,714-58.6% | $4,084-52.2% | $6,507-70.0% |
| Admin fee / account holder | $28,586 | $10,433+174.0% | $8,777+225.7% | $12,624+126.4% |