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 | $49,946 | $99,020-49.6% | $86,590-42.3% | $147,584-66.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.58% | 1312.34%-1298.8pp | 964.84%-951.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $3,277 | $3,132+4.6% | $2,839+15.4% | $4,876-32.8% |
| Participant deferral / active EE | $6,873 | $3,972+73.0% | $3,609+90.5% | $5,439+26.4% |
| Admin fee / account holder | $11,761 | $5,710+106.0% | $4,906+139.7% | $10,885+8.0% |