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 | $47,577 | $158,398-70.0% | $126,539-62.4% | $142,382-66.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.58% | 593.76%-581.2pp | 425.95%-413.4pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,225 | $4,650-30.6% | $3,674-12.2% | $4,299-25.0% |
| Participant deferral / active EE | $6,293 | $4,767+32.0% | $4,083+54.1% | $6,507-3.3% |
| Admin fee / account holder | $24,694 | $6,918+256.9% | $6,065+307.2% | $12,624+95.6% |