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 | $36,081 | $157,256-77.1% | $141,162-74.4% | $152,861-76.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.80% | 64.32%-46.5pp | 71.39%-53.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $5,580 | $5,261+6.1% | $4,735+17.8% | $4,762+17.2% |
| Participant deferral / active EE | $4,003 | $7,109-43.7% | $6,709-40.3% | $5,850-31.6% |
| Admin fee / account holder | $52,700 | $12,120+334.8% | $10,261+413.6% | $11,596+354.4% |