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 | $56,324 | $171,164-67.1% | $127,761-55.9% | $152,861-63.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 27.61% | 23.54%+4.1pp | 26.14%+1.5pp | 345.32%-317.7pp |
| Employer contribution / active EE | $2,262 | $5,447-58.5% | $4,574-50.5% | $4,762-52.5% |
| Participant deferral / active EE | $5,628 | $7,038-20.0% | $6,021-6.5% | $5,850-3.8% |
| Admin fee / account holder | $45,627 | $14,530+214.0% | $9,395+385.6% | $11,596+293.5% |