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 | $45,655 | $118,680-61.5% | $98,907-53.8% | $158,922-71.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.29% | 372.35%-363.1pp | 196.43%-187.1pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,890 | $3,333-43.3% | $2,689-29.7% | $4,761-60.3% |
| Participant deferral / active EE | $4,469 | $5,088-12.2% | $4,244+5.3% | $5,982-25.3% |
| Admin fee / account holder | $9,537 | $10,131-5.9% | $6,642+43.6% | $11,246-15.2% |