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 | $50,903 | $121,625-58.1% | $104,607-51.3% | $158,922-68.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 6.14% | 465.26%-459.1pp | 340.46%-334.3pp | 302.83%-296.7pp |
| Employer contribution / active EE | $1,080 | $3,163-65.9% | $2,681-59.7% | $4,761-77.3% |
| Participant deferral / active EE | $4,266 | $4,177+2.1% | $3,740+14.1% | $5,982-28.7% |
| Admin fee / account holder | $23,986 | $7,787+208.0% | $6,473+270.6% | $11,246+113.3% |