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 | $31,958 | $117,381-72.8% | $99,443-67.9% | $152,861-79.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 21.36% | 31.87%-10.5pp | 30.72%-9.4pp | 345.32%-324.0pp |
| Employer contribution / active EE | $5,025 | $3,013+66.8% | $2,540+97.9% | $4,762+5.5% |
| Participant deferral / active EE | $3,145 | $4,086-23.0% | $3,619-13.1% | $5,850-46.2% |
| Admin fee / account holder | $3,966 | $7,631-48.0% | $6,250-36.5% | $11,596-65.8% |