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 | $47,633 | $154,228-69.1% | $145,433-67.2% | $137,256-65.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.77% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,126 | $4,804-34.9% | $4,554-31.4% | $4,156-24.8% |
| Participant deferral / active EE | $5,487 | $8,216-33.2% | $7,897-30.5% | $6,407-14.4% |
| Admin fee / account holder | $7,806 | $14,344-45.6% | $13,129-40.5% | $12,270-36.4% |