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 | $35,541 | $101,069-64.8% | $81,478-56.4% | $147,584-75.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.93% | 32.40%-15.5pp | 38.78%-21.8pp | 578.55%-561.6pp |
| Employer contribution / active EE | $5,657 | $3,205+76.5% | $2,568+120.3% | $4,876+16.0% |
| Participant deferral / active EE | $2,145 | $4,242-49.4% | $3,537-39.4% | $5,439-60.6% |
| Admin fee / account holder | $391 | $5,812-93.3% | $4,561-91.4% | $10,885-96.4% |