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 | $48,080 | $104,907-54.2% | $84,611-43.2% | $152,861-68.5% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 10.29% | 373.79%-363.5pp | 258.74%-248.5pp | 345.32%-335.0pp |
| Employer contribution / active EE | $798 | $3,302-75.8% | $2,652-69.9% | $4,762-83.2% |
| Participant deferral / active EE | $1,135 | $4,688-75.8% | $3,899-70.9% | $5,850-80.6% |
| Admin fee / account holder | $1,664 | $6,241-73.3% | $4,912-66.1% | $11,596-85.7% |