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 | $48,130 | $142,405-66.2% | $115,157-58.2% | $152,861-68.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 19.85% | 41.48%-21.6pp | 35.60%-15.8pp | 345.32%-325.5pp |
| Employer contribution / active EE | $3,708 | $4,010-7.5% | $3,179+16.6% | $4,762-22.1% |
| Participant deferral / active EE | $2,484 | $5,164-51.9% | $4,168-40.4% | $5,850-57.5% |
| Admin fee / account holder | $2,747 | $8,462-67.5% | $7,088-61.2% | $11,596-76.3% |