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 | $59,798 | $113,339-47.2% | $94,993-37.1% | $147,584-59.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 11.07% | 20.77%-9.7pp | 27.12%-16.1pp | 578.55%-567.5pp |
| Employer contribution / active EE | $5,096 | $3,160+61.2% | $2,603+95.7% | $4,876+4.5% |
| Participant deferral / active EE | $8,060 | $3,777+113.4% | $3,317+143.0% | $5,439+48.2% |
| Admin fee / account holder | $27,184 | $6,063+348.4% | $4,960+448.0% | $10,885+149.7% |