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 | $49,310 | $162,781-69.7% | $133,956-63.2% | $158,922-69.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.58% | 41.94%-35.4pp | 45.09%-38.5pp | 302.83%-296.2pp |
| Employer contribution / active EE | $2,919 | $4,975-41.3% | $3,919-25.5% | $4,761-38.7% |
| Participant deferral / active EE | $3,054 | $5,911-48.3% | $5,048-39.5% | $5,982-49.0% |
| Admin fee / account holder | $47,983 | $11,736+308.8% | $8,927+437.5% | $11,246+326.7% |