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 | $47,038 | $101,069-53.5% | $81,478-42.3% | $147,584-68.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 10.86% | 32.40%-21.5pp | 38.78%-27.9pp | 578.55%-567.7pp |
| Employer contribution / active EE | $3,002 | $3,205-6.3% | $2,568+16.9% | $4,876-38.4% |
| Participant deferral / active EE | $7,304 | $4,242+72.2% | $3,537+106.5% | $5,439+34.3% |
| Admin fee / account holder | $5,046 | $5,812-13.2% | $4,561+10.6% | $10,885-53.6% |