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 | $45,381 | $115,770-60.8% | $101,248-55.2% | $158,922-71.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.11% | 56.14%-48.0pp | 46.47%-38.4pp | 302.83%-294.7pp |
| Employer contribution / active EE | $4,366 | $4,175+4.6% | $3,660+19.3% | $4,761-8.3% |
| Participant deferral / active EE | $3,861 | $4,957-22.1% | $4,370-11.7% | $5,982-35.5% |
| Admin fee / account holder | $376 | $7,245-94.8% | $5,945-93.7% | $11,246-96.7% |