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 | $49,519 | $81,208-39.0% | $98,907-49.9% | $79,858-38.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 10.44% | 60.99%-50.6pp | 196.43%-186.0pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,165 | $1,960-40.6% | $2,689-56.7% | $2,471-52.9% |
| Participant deferral / active EE | $5,148 | $3,265+57.7% | $4,244+21.3% | $3,740+37.7% |
| Admin fee / account holder | $11,188 | $6,013+86.1% | $6,642+68.5% | $5,306+110.8% |