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 | $49,962 | $198,466-74.8% | $170,442-70.7% | $147,584-66.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.56% | 257.29%-241.7pp | 205.93%-190.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $3,608 | $6,184-41.7% | $5,433-33.6% | $4,876-26.0% |
| Participant deferral / active EE | $9,693 | $5,629+72.2% | $4,939+96.2% | $5,439+78.2% |
| Admin fee / account holder | $8,834 | $16,852-47.6% | $13,880-36.4% | $10,885-18.8% |