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 4-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 | $43,782 | $111,754-60.8% | $103,333-57.6% | $145,922-70.0% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 11.50% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,500 | $4,212-16.9% | $3,868-9.5% | $4,660-24.9% |
| Participant deferral / active EE | $4,897 | $5,619-12.8% | $5,057-3.2% | $6,688-26.8% |
| Admin fee / account holder | $120,341 | $9,750+1134.2% | $8,355+1340.4% | $13,397+798.3% |