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 | $56,958 | $157,256-63.8% | $141,162-59.7% | $152,861-62.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.08% | 64.32%-48.2pp | 71.39%-55.3pp | 345.32%-329.2pp |
| Employer contribution / active EE | $1,874 | $5,261-64.4% | $4,735-60.4% | $4,762-60.7% |
| Participant deferral / active EE | $5,631 | $7,109-20.8% | $6,709-16.1% | $5,850-3.7% |
| Admin fee / account holder | $53,935 | $12,120+345.0% | $10,261+425.6% | $11,596+365.1% |