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 | $48,611 | $108,172-55.1% | $77,482-37.3% | $158,922-69.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 4.10% | 31.67%-27.6pp | 54.79%-50.7pp | 302.83%-298.7pp |
| Employer contribution / active EE | $1,258 | $1,325-5.1% | $986+27.5% | $4,761-73.6% |
| Participant deferral / active EE | $4,830 | $2,456+96.6% | $1,861+159.5% | $5,982-19.3% |
| Admin fee / account holder | $40,178 | $3,708+983.7% | $2,858+1305.9% | $11,246+257.3% |