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 | $48,023 | $85,202-43.6% | $172,739-72.2% | $72,985-34.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 31.12% | 27.32%+3.8pp | 802.84%-771.7pp | 81.00%-49.9pp |
| Employer contribution / active EE | $3,787 | $3,324+13.9% | $5,143-26.4% | $2,440+55.2% |
| Participant deferral / active EE | $5,783 | $3,260+77.4% | $5,198+11.3% | $3,607+60.3% |
| Admin fee / account holder | $9,788 | $5,884+66.4% | $13,954-29.9% | $5,124+91.0% |