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 | $48,697 | $112,096-56.6% | $95,952-49.2% | $158,922-69.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.19% | 171.09%-157.9pp | 91.61%-78.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,719 | $3,198-46.3% | $2,541-32.4% | $4,761-63.9% |
| Participant deferral / active EE | $9,811 | $4,784+105.1% | $4,167+135.4% | $5,982+64.0% |
| Admin fee / account holder | $23,409 | $10,130+131.1% | $6,795+244.5% | $11,246+108.2% |