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 | $49,260 | $115,770-57.5% | $101,248-51.3% | $158,922-69.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.14% | 56.14%-34.0pp | 46.47%-24.3pp | 302.83%-280.7pp |
| Employer contribution / active EE | $1,948 | $4,175-53.3% | $3,660-46.8% | $4,761-59.1% |
| Participant deferral / active EE | $4,705 | $4,957-5.1% | $4,370+7.7% | $5,982-21.4% |
| Admin fee / account holder | $1,996 | $7,245-72.5% | $5,945-66.4% | $11,246-82.3% |