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 | $47,300 | $105,931-55.3% | $81,930-42.3% | $158,922-70.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 19.71% | 38.17%-18.5pp | 29.49%-9.8pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,125 | $7,800-85.6% | $4,310-73.9% | $4,761-76.4% |
| Participant deferral / active EE | $1,763 | $13,003-86.4% | $7,107-75.2% | $5,982-70.5% |
| Admin fee / account holder | $1,314 | $8,489-84.5% | $5,158-74.5% | $11,246-88.3% |