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 | $35,430 | $101,069-64.9% | $81,478-56.5% | $147,584-76.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.55% | 32.40%-20.8pp | 38.78%-27.2pp | 578.55%-567.0pp |
| Employer contribution / active EE | $4,314 | $3,205+34.6% | $2,568+68.0% | $4,876-11.5% |
| Participant deferral / active EE | $6,755 | $4,242+59.2% | $3,537+91.0% | $5,439+24.2% |
| Admin fee / account holder | $24,182 | $5,812+316.1% | $4,561+430.2% | $10,885+122.2% |