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 | $43,873 | $109,327-59.9% | $89,391-50.9% | $158,922-72.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.76% | 345.68%-332.9pp | 245.62%-232.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,493 | $3,170-52.9% | $2,586-42.2% | $4,761-68.6% |
| Participant deferral / active EE | $7,084 | $4,598+54.1% | $3,890+82.1% | $5,982+18.4% |
| Admin fee / account holder | $26,676 | $6,153+333.5% | $4,881+446.5% | $11,246+137.2% |