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 | $48,313 | $157,256-69.3% | $141,162-65.8% | $152,861-68.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.96% | 64.32%-42.4pp | 71.39%-49.4pp | 345.32%-323.4pp |
| Employer contribution / active EE | $6,009 | $5,261+14.2% | $4,735+26.9% | $4,762+26.2% |
| Participant deferral / active EE | $7,198 | $7,109+1.2% | $6,709+7.3% | $5,850+23.0% |
| Admin fee / account holder | $4,988 | $12,120-58.8% | $10,261-51.4% | $11,596-57.0% |