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 | $39,281 | $91,190-56.9% | $178,490-78.0% | $79,858-50.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.82% | 24.19%-9.4pp | 151.07%-136.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,961 | $3,256-39.8% | $5,011-60.9% | $2,471-20.6% |
| Participant deferral / active EE | $5,062 | $3,236+56.4% | $5,202-2.7% | $3,740+35.3% |
| Admin fee / account holder | $3,076 | $6,751-54.4% | $13,984-78.0% | $5,306-42.0% |