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 | $42,504 | $107,015-60.3% | $73,545-42.2% | $147,584-71.2% |
| Participation rate | 90.0% | 66.4%+23.6pp | 54.9%+35.1pp | 82.8%+7.2pp |
| Annual return | 10.71% | 38.25%-27.5pp | -15.16%+25.9pp | 578.55%-567.8pp |
| Employer contribution / active EE | $3,600 | $1,760+104.5% | $1,219+195.3% | $4,876-26.2% |
| Participant deferral / active EE | $0 | $2,462-100.0% | $1,806-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,017 | $3,055+129.7% | $2,320+202.5% | $10,885-35.5% |