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 | $161,547 | $362,131-55.4% | $285,549-43.4% | $357,791-54.8% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 19.43% | 5.08%+14.4pp | 7.15%+12.3pp | 396.79%-377.4pp |
| Employer contribution / active EE | $3,333 | $5,952-44.0% | $5,022-33.6% | $7,508-55.6% |
| Participant deferral / active EE | $0 | $5,478-100.0% | $4,549-100.0% | $5,521-100.0% |
| Admin fee / account holder | $4,799 | $16,774-71.4% | $13,934-65.6% | $28,387-83.1% |