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 | $49,069 | $135,952-63.9% | $123,892-60.4% | $273,961-82.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.83% | 56.63%-45.8pp | 47.52%-36.7pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,393 | $5,170-73.1% | $4,617-69.8% | $4,869-71.4% |
| Participant deferral / active EE | $4,093 | $6,343-35.5% | $5,984-31.6% | $5,287-22.6% |
| Admin fee / account holder | $515 | $9,817-94.8% | $8,357-93.8% | $10,132-94.9% |