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 | $48,808 | $101,069-51.7% | $81,478-40.1% | $147,584-66.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.30% | 32.40%-17.1pp | 38.78%-23.5pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,850 | $3,205-42.3% | $2,568-27.9% | $4,876-62.1% |
| Participant deferral / active EE | $5,658 | $4,242+33.4% | $3,537+60.0% | $5,439+4.0% |
| Admin fee / account holder | $705 | $5,812-87.9% | $4,561-84.5% | $10,885-93.5% |