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 | $41,254 | $81,208-49.2% | $98,907-58.3% | $79,858-48.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 11.88% | 60.99%-49.1pp | 196.43%-184.6pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,657 | $1,960+35.6% | $2,689-1.2% | $2,471+7.5% |
| Participant deferral / active EE | $1,801 | $3,265-44.8% | $4,244-57.6% | $3,740-51.9% |
| Admin fee / account holder | $9,337 | $6,013+55.3% | $6,642+40.6% | $5,306+76.0% |