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 | $37,655 | $99,652-62.2% | $78,778-52.2% | $147,584-74.5% |
| Participation rate | 95.8% | 76.2%+19.6pp | 69.2%+26.6pp | 82.8%+13.0pp |
| Annual return | 10.02% | 47.28%-37.3pp | 35.62%-25.6pp | 578.55%-568.5pp |
| Employer contribution / active EE | $1,284 | $2,796-54.1% | $1,986-35.4% | $4,876-73.7% |
| Participant deferral / active EE | $2,568 | $3,664-29.9% | $2,958-13.2% | $5,439-52.8% |
| Admin fee / account holder | $30,312 | $7,155+323.6% | $5,134+490.4% | $10,885+178.5% |