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 | $51,709 | $84,149-38.6% | $76,080-32.0% | $167,490-69.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 29.45% | 54.99%-25.5pp | 42.50%-13.1pp | 478.56%-449.1pp |
| Employer contribution / active EE | $1,680 | $4,618-63.6% | $3,962-57.6% | $4,837-65.3% |
| Participant deferral / active EE | $1,680 | $5,796-71.0% | $4,905-65.8% | $6,341-73.5% |
| Admin fee / account holder | $822 | $6,410-87.2% | $4,883-83.2% | $12,309-93.3% |