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 | $46,239 | $152,587-69.7% | $125,175-63.1% | $152,861-69.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.45% | 54.84%-44.4pp | 43.79%-33.3pp | 345.32%-334.9pp |
| Employer contribution / active EE | $2,724 | $4,946-44.9% | $3,865-29.5% | $4,762-42.8% |
| Participant deferral / active EE | $1,795 | $5,868-69.4% | $4,937-63.6% | $5,850-69.3% |
| Admin fee / account holder | $4,012 | $13,434-70.1% | $9,702-58.6% | $11,596-65.4% |