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 | $42,964 | $100,773-57.4% | $88,946-51.7% | $142,382-69.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.70% | 70.18%-56.5pp | 57.82%-44.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,330 | $2,918-20.1% | $2,555-8.8% | $4,299-45.8% |
| Participant deferral / active EE | $3,195 | $5,230-38.9% | $4,581-30.3% | $6,507-50.9% |
| Admin fee / account holder | $41,733 | $9,693+330.5% | $8,261+405.2% | $12,624+230.6% |