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 | $40,018 | $161,352-75.2% | $134,172-70.2% | $137,256-70.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 9.54% | 28.72%-19.2pp | 25.30%-15.8pp | 220.34%-210.8pp |
| Employer contribution / active EE | $4,563 | $4,099+11.3% | $3,420+33.4% | $4,156+9.8% |
| Participant deferral / active EE | $4,563 | $5,552-17.8% | $4,690-2.7% | $6,407-28.8% |
| Admin fee / account holder | $57,512 | $15,028+282.7% | $12,016+378.6% | $12,270+368.7% |