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 | $63,280 | $105,181-39.8% | $159,436-60.3% | $85,850-26.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.57% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $3,444 | $3,318+3.8% | $4,829-28.7% | $2,565+34.2% |
| Participant deferral / active EE | $3,208 | $5,945-46.0% | $7,352-56.4% | $3,952-18.8% |
| Admin fee / account holder | $4,016 | $6,933-42.1% | $10,799-62.8% | $6,260-35.8% |