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 | $48,178 | $117,381-59.0% | $99,443-51.6% | $152,861-68.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 21.87% | 31.87%-10.0pp | 30.72%-8.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,570 | $3,013-47.9% | $2,540-38.2% | $4,762-67.0% |
| Participant deferral / active EE | $5,171 | $4,086+26.6% | $3,619+42.9% | $5,850-11.6% |
| Admin fee / account holder | $358 | $7,631-95.3% | $6,250-94.3% | $11,596-96.9% |