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 | $49,792 | $117,381-57.6% | $99,443-49.9% | $152,861-67.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 15.27% | 31.87%-16.6pp | 30.72%-15.4pp | 345.32%-330.0pp |
| Employer contribution / active EE | $1,678 | $3,013-44.3% | $2,540-33.9% | $4,762-64.8% |
| Participant deferral / active EE | $1,576 | $4,086-61.4% | $3,619-56.5% | $5,850-73.1% |
| Admin fee / account holder | $3,256 | $7,631-57.3% | $6,250-47.9% | $11,596-71.9% |