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 | $49,105 | $70,756-30.6% | $65,493-25.0% | $142,382-65.5% |
| Participation rate | 90.9% | 77.4%+13.5pp | 73.1%+17.8pp | 80.1%+10.8pp |
| Annual return | 15.02% | 1754.89%-1739.9pp | 982.45%-967.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $886 | $2,881-69.3% | $2,574-65.6% | $4,299-79.4% |
| Participant deferral / active EE | $3,043 | $4,637-34.4% | $3,961-23.2% | $6,507-53.2% |
| Admin fee / account holder | $615 | $6,559-90.6% | $5,028-87.8% | $12,624-95.1% |