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 | $54,860 | $177,572-69.1% | $154,803-64.6% | $142,382-61.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.10% | 65.07%-53.0pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,602 | $4,810-45.9% | $4,305-39.6% | $4,299-39.5% |
| Participant deferral / active EE | $3,764 | $6,272-40.0% | $5,540-32.1% | $6,507-42.2% |
| Admin fee / account holder | $44,126 | $16,786+162.9% | $14,329+207.9% | $12,624+249.6% |