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 | $49,485 | $107,334-53.9% | $92,893-46.7% | $152,861-67.6% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 18.58% | 145.58%-127.0pp | 109.41%-90.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,062 | $4,221-74.8% | $3,653-70.9% | $4,762-77.7% |
| Participant deferral / active EE | $2,240 | $4,845-53.8% | $4,236-47.1% | $5,850-61.7% |
| Admin fee / account holder | $2,146 | $7,079-69.7% | $5,794-63.0% | $11,596-81.5% |