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 | $50,283 | $110,257-54.4% | $96,544-47.9% | $139,434-63.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.98% | 26.32%-8.3pp | 25.84%-7.9pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,808 | $3,620-50.0% | $2,965-39.0% | $4,751-61.9% |
| Participant deferral / active EE | $3,419 | $5,548-38.4% | $4,851-29.5% | $6,710-49.0% |
| Admin fee / account holder | $965 | $11,591-91.7% | $8,252-88.3% | $11,403-91.5% |