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 | $47,854 | $106,515-55.1% | $96,683-50.5% | $139,434-65.7% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.3%+19.8pp | 80.3%+13.8pp |
| Annual return | 13.40% | 38.43%-25.0pp | 35.69%-22.3pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,100 | $4,103-48.8% | $3,737-43.8% | $4,751-55.8% |
| Participant deferral / active EE | $4,351 | $5,454-20.2% | $4,878-10.8% | $6,710-35.2% |
| Admin fee / account holder | $6,040 | $7,877-23.3% | $6,730-10.3% | $11,403-47.0% |