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 | $38,070 | $102,616-62.9% | $81,983-53.6% | $158,922-76.0% |
| Participation rate | 91.7% | 75.5%+16.1pp | 69.2%+22.4pp | 82.0%+9.7pp |
| Annual return | 16.16% | 61.04%-44.9pp | 41.31%-25.1pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,872 | $3,240-42.2% | $2,498-25.1% | $4,761-60.7% |
| Participant deferral / active EE | $5,525 | $4,648+18.9% | $3,722+48.4% | $5,982-7.6% |
| Admin fee / account holder | $157,019 | $8,235+1806.8% | $5,664+2672.4% | $11,246+1296.3% |