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 | $50,442 | $77,314-34.8% | $177,989-71.7% | $80,856-37.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 12.37% | 18.09%-5.7pp | 294.48%-282.1pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,533 | $2,292-33.1% | $3,949-61.2% | $2,755-44.4% |
| Participant deferral / active EE | $1,881 | $4,411-57.3% | $6,276-70.0% | $4,296-56.2% |
| Admin fee / account holder | $475 | $7,191-93.4% | $10,363-95.4% | $6,918-93.1% |