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 | $32,378 | $84,149-61.5% | $76,080-57.4% | $167,490-80.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 13.14% | 54.99%-41.8pp | 42.50%-29.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $3,341 | $4,618-27.7% | $3,962-15.7% | $4,837-30.9% |
| Participant deferral / active EE | $0 | $5,796-100.0% | $4,905-100.0% | $6,341-100.0% |
| Admin fee / account holder | $8,189 | $6,410+27.7% | $4,883+67.7% | $12,309-33.5% |