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 | $50,765 | $115,770-56.1% | $101,248-49.9% | $158,922-68.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.32% | 56.14%-41.8pp | 46.47%-32.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $5,706 | $4,175+36.7% | $3,660+55.9% | $4,761+19.8% |
| Participant deferral / active EE | $4,009 | $4,957-19.1% | $4,370-8.3% | $5,982-33.0% |
| Admin fee / account holder | $36,437 | $7,245+402.9% | $5,945+512.8% | $11,246+224.0% |