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 | $47,950 | $78,705-39.1% | $117,854-59.3% | $70,131-31.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.70% | 23.30%-8.6pp | 335.08%-320.4pp | 73.14%-58.4pp |
| Employer contribution / active EE | $3,732 | $2,223+67.9% | $3,786-1.4% | $2,342+59.3% |
| Participant deferral / active EE | $8,031 | $3,297+143.6% | $4,482+79.2% | $3,332+141.1% |
| Admin fee / account holder | $3,328 | $5,065-34.3% | $8,020-58.5% | $4,645-28.4% |