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 | $54,092 | $114,381-52.7% | $107,525-49.7% | $142,382-62.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 29.35% | 242.71%-213.4pp | 181.32%-152.0pp | 217.08%-187.7pp |
| Employer contribution / active EE | $1,983 | $4,015-50.6% | $3,754-47.2% | $4,299-53.9% |
| Participant deferral / active EE | $2,478 | $5,564-55.5% | $5,116-51.6% | $6,507-61.9% |
| Admin fee / account holder | $6,673 | $9,860-32.3% | $8,919-25.2% | $12,624-47.1% |