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 | $47,461 | $111,535-57.4% | $105,223-54.9% | $137,256-65.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.18% | 237.85%-218.7pp | 180.65%-161.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,437 | $3,939-12.8% | $3,689-6.8% | $4,156-17.3% |
| Participant deferral / active EE | $7,054 | $5,500+28.3% | $5,072+39.1% | $6,407+10.1% |
| Admin fee / account holder | $798 | $9,721-91.8% | $8,859-91.0% | $12,270-93.5% |