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 | $38,820 | $185,822-79.1% | $169,993-77.2% | $139,434-72.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.84% | 60.50%-48.7pp | 53.37%-41.5pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,903 | $7,590-61.8% | $6,785-57.2% | $4,751-38.9% |
| Participant deferral / active EE | $6,971 | $11,622-40.0% | $10,408-33.0% | $6,710+3.9% |
| Admin fee / account holder | $59,084 | $15,381+284.1% | $12,815+361.0% | $11,403+418.2% |