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 | $49,059 | $115,770-57.6% | $101,248-51.5% | $158,922-69.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.75% | 56.14%-30.4pp | 46.47%-20.7pp | 302.83%-277.1pp |
| Employer contribution / active EE | $1,201 | $4,175-71.2% | $3,660-67.2% | $4,761-74.8% |
| Participant deferral / active EE | $3,927 | $4,957-20.8% | $4,370-10.1% | $5,982-34.3% |
| Admin fee / account holder | $4,249 | $7,245-41.4% | $5,945-28.5% | $11,246-62.2% |