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 | $28,928 | $101,069-71.4% | $81,478-64.5% | $147,584-80.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.37% | 32.40%-20.0pp | 38.78%-26.4pp | 578.55%-566.2pp |
| Employer contribution / active EE | $10,072 | $3,205+214.2% | $2,568+292.2% | $4,876+106.5% |
| Participant deferral / active EE | $12,000 | $4,242+182.9% | $3,537+239.3% | $5,439+120.6% |
| Admin fee / account holder | $6,822 | $5,812+17.4% | $4,561+49.6% | $10,885-37.3% |