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 | $49,697 | $115,770-57.1% | $101,248-50.9% | $158,922-68.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.98% | 56.14%-37.2pp | 46.47%-27.5pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,326 | $4,175-68.2% | $3,660-63.8% | $4,761-72.1% |
| Participant deferral / active EE | $4,157 | $4,957-16.1% | $4,370-4.9% | $5,982-30.5% |
| Admin fee / account holder | $830 | $7,245-88.6% | $5,945-86.0% | $11,246-92.6% |