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 | $46,917 | $103,966-54.9% | $112,887-58.4% | $75,163-37.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 17.23% | 24.54%-7.3pp | 34.10%-16.9pp | 160.62%-143.4pp |
| Employer contribution / active EE | $7,927 | $3,870+104.8% | $4,563+73.7% | $2,670+196.9% |
| Participant deferral / active EE | $3,359 | $5,456-38.4% | $6,513-48.4% | $4,125-18.6% |
| Admin fee / account holder | $449 | $7,663-94.1% | $7,047-93.6% | $5,651-92.0% |