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 | $38,880 | $111,754-65.2% | $103,333-62.4% | $145,922-73.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.61% | 24.77%-14.2pp | 24.88%-14.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,739 | $4,212-35.0% | $3,868-29.2% | $4,660-41.2% |
| Participant deferral / active EE | $5,771 | $5,619+2.7% | $5,057+14.1% | $6,688-13.7% |
| Admin fee / account holder | $38,088 | $9,750+290.6% | $8,355+355.9% | $13,397+184.3% |