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 | $48,220 | $117,381-58.9% | $99,443-51.5% | $152,861-68.5% |
| Participation rate | 90.0% | 77.5%+12.5pp | 73.8%+16.2pp | 82.4%+7.6pp |
| Annual return | 21.16% | 31.87%-10.7pp | 30.72%-9.6pp | 345.32%-324.2pp |
| Employer contribution / active EE | $10,112 | $3,013+235.6% | $2,540+298.2% | $4,762+112.3% |
| Participant deferral / active EE | $5,965 | $4,086+46.0% | $3,619+64.8% | $5,850+2.0% |
| Admin fee / account holder | $505 | $7,631-93.4% | $6,250-91.9% | $11,596-95.6% |