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 | $48,197 | $106,515-54.8% | $96,683-50.1% | $139,434-65.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.71% | 38.43%-20.7pp | 35.69%-18.0pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,387 | $4,103-66.2% | $3,737-62.9% | $4,751-70.8% |
| Participant deferral / active EE | $4,209 | $5,454-22.8% | $4,878-13.7% | $6,710-37.3% |
| Admin fee / account holder | $4,409 | $7,877-44.0% | $6,730-34.5% | $11,403-61.3% |