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 | $44,593 | $177,572-74.9% | $154,803-71.2% | $142,382-68.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 16.87% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,989 | $4,810-58.6% | $4,305-53.8% | $4,299-53.7% |
| Participant deferral / active EE | $5,513 | $6,272-12.1% | $5,540-0.5% | $6,507-15.3% |
| Admin fee / account holder | $500,099 | $16,786+2879.3% | $14,329+3390.1% | $12,624+3861.6% |