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 | $50,176 | $93,071-46.1% | $74,583-32.7% | $273,961-81.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.25% | 26.18%-19.9pp | 20.47%-14.2pp | 41.45%-35.2pp |
| Employer contribution / active EE | $11,601 | $3,160+267.2% | $2,525+359.4% | $4,869+138.3% |
| Participant deferral / active EE | $7,214 | $4,160+73.4% | $3,458+108.6% | $5,287+36.4% |
| Admin fee / account holder | $44,318 | $5,272+740.6% | $4,138+971.1% | $10,132+337.4% |