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 | $47,565 | $71,050-33.1% | $93,606-49.2% | $80,856-41.2% |
| Participation rate | 93.9% | 60.4%+33.5pp | 68.7%+25.2pp | 67.6%+26.2pp |
| Annual return | 15.29% | 11.26%+4.0pp | 133.20%-117.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $5,102 | $1,564+226.3% | $2,420+110.8% | $2,755+85.2% |
| Participant deferral / active EE | $1,598 | $4,034-60.4% | $4,411-63.8% | $4,296-62.8% |
| Admin fee / account holder | $4,328 | $6,945-37.7% | $8,285-47.8% | $6,918-37.4% |