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 | $48,319 | $110,257-56.2% | $96,544-50.0% | $139,434-65.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.68% | 26.32%-9.6pp | 25.84%-9.2pp | 372.94%-356.3pp |
| Employer contribution / active EE | $5,171 | $3,620+42.9% | $2,965+74.4% | $4,751+8.9% |
| Participant deferral / active EE | $10,416 | $5,548+87.8% | $4,851+114.7% | $6,710+55.2% |
| Admin fee / account holder | $2,603 | $11,591-77.5% | $8,252-68.5% | $11,403-77.2% |