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 | $48,759 | $140,588-65.3% | $123,104-60.4% | $125,391-61.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 7.64% | 16.80%-9.2pp | 13.22%-5.6pp | 282.22%-274.6pp |
| Employer contribution / active EE | $1,792 | $6,041-70.3% | $5,151-65.2% | $4,866-63.2% |
| Participant deferral / active EE | $4,600 | $6,980-34.1% | $6,230-26.2% | $5,352-14.0% |
| Admin fee / account holder | $10,148 | $11,198-9.4% | $9,015+12.6% | $9,540+6.4% |