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 | $49,916 | $157,256-68.3% | $141,162-64.6% | $152,861-67.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.15% | 64.32%-44.2pp | 71.39%-51.2pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,186 | $5,261-58.4% | $4,735-53.8% | $4,762-54.1% |
| Participant deferral / active EE | $4,236 | $7,109-40.4% | $6,709-36.9% | $5,850-27.6% |
| Admin fee / account holder | $1,415 | $12,120-88.3% | $10,261-86.2% | $11,596-87.8% |