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 | $47,066 | $81,248-42.1% | $155,509-69.7% | $80,856-41.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.63% | 33.31%-22.7pp | 64.67%-54.0pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,741 | $3,100-43.8% | $4,672-62.7% | $2,755-36.8% |
| Participant deferral / active EE | $3,093 | $3,452-10.4% | $5,626-45.0% | $4,296-28.0% |
| Admin fee / account holder | $5,313 | $7,997-33.6% | $15,912-66.6% | $6,918-23.2% |