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 | $49,011 | $111,724-56.1% | $93,606-47.6% | $145,922-66.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 25.86% | 202.98%-177.1pp | 133.20%-107.3pp | 561.29%-535.4pp |
| Employer contribution / active EE | $2,383 | $3,090-22.9% | $2,420-1.5% | $4,660-48.9% |
| Participant deferral / active EE | $6,940 | $4,912+41.3% | $4,411+57.3% | $6,688+3.8% |
| Admin fee / account holder | $6,652 | $10,250-35.1% | $8,285-19.7% | $13,397-50.3% |