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 | $47,348 | $118,849-60.2% | $96,562-51.0% | $167,490-71.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.45% | 50.49%-42.0pp | 37.78%-29.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $517 | $3,120-83.4% | $2,356-78.1% | $4,837-89.3% |
| Participant deferral / active EE | $8,180 | $4,616+77.2% | $3,849+112.5% | $6,341+29.0% |
| Admin fee / account holder | $27,146 | $8,065+236.6% | $6,181+339.2% | $12,309+120.5% |