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 | $48,718 | $102,317-52.4% | $146,958-66.8% | $80,856-39.7% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 11.88% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,680 | $3,713-0.9% | $4,933-25.4% | $2,755+33.6% |
| Participant deferral / active EE | $6,864 | $6,644+3.3% | $8,070-14.9% | $4,296+59.8% |
| Admin fee / account holder | $9,948 | $7,941+25.3% | $12,998-23.5% | $6,918+43.8% |