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 | $38,838 | $86,286-55.0% | $111,297-65.1% | $85,850-54.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 16.17% | 19.99%-3.8pp | 54.65%-38.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,393 | $2,043-31.8% | $2,731-49.0% | $2,565-45.7% |
| Participant deferral / active EE | $6,516 | $3,641+79.0% | $4,487+45.2% | $3,952+64.9% |
| Admin fee / account holder | $1,717 | $8,188-79.0% | $7,964-78.4% | $6,260-72.6% |