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 | $41,538 | $111,535-62.8% | $105,223-60.5% | $137,256-69.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.84% | 237.85%-215.0pp | 180.65%-157.8pp | 220.34%-197.5pp |
| Employer contribution / active EE | $8,829 | $3,939+124.1% | $3,689+139.4% | $4,156+112.4% |
| Participant deferral / active EE | $21,689 | $5,500+294.4% | $5,072+327.6% | $6,407+238.5% |
| Admin fee / account holder | $27,933 | $9,721+187.3% | $8,859+215.3% | $12,270+127.6% |