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 | $47,503 | $126,574-62.5% | $106,213-55.3% | $145,922-67.4% |
| Participation rate | 90.0% | 77.6%+12.4pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 9.61% | 224.79%-215.2pp | 116.14%-106.5pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,818 | $3,730-51.3% | $3,171-42.7% | $4,660-61.0% |
| Participant deferral / active EE | $3,900 | $5,724-31.9% | $5,016-22.2% | $6,688-41.7% |
| Admin fee / account holder | $4,521 | $17,304-73.9% | $11,033-59.0% | $13,397-66.3% |