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 | $47,823 | $127,386-62.5% | $115,037-58.4% | $125,391-61.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.89% | 31.28%-29.4pp | 26.14%-24.3pp | 282.22%-280.3pp |
| Employer contribution / active EE | $4,694 | $5,166-9.1% | $4,608+1.9% | $4,866-3.5% |
| Participant deferral / active EE | $3,984 | $6,423-38.0% | $6,026-33.9% | $5,352-25.5% |
| Admin fee / account holder | $2,762 | $9,516-71.0% | $8,175-66.2% | $9,540-71.1% |