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 | $68,097-27.9% | $62,929-22.0% | $137,256-64.2% |
| Participation rate | 90.9% | 77.4%+13.5pp | 73.1%+17.8pp | 80.0%+10.9pp |
| Annual return | 15.02% | 1859.11%-1844.1pp | 1063.93%-1048.9pp | 220.34%-205.3pp |
| Employer contribution / active EE | $886 | $2,811-68.5% | $2,505-64.6% | $4,156-78.7% |
| Participant deferral / active EE | $3,043 | $4,553-33.2% | $3,888-21.7% | $6,407-52.5% |
| Admin fee / account holder | $615 | $6,521-90.6% | $5,065-87.9% | $12,270-95.0% |