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 | $44,284 | $112,096-60.5% | $95,952-53.8% | $158,922-72.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.89% | 171.09%-164.2pp | 91.61%-84.7pp | 302.83%-295.9pp |
| Employer contribution / active EE | $2,042 | $3,198-36.1% | $2,541-19.6% | $4,761-57.1% |
| Participant deferral / active EE | $4,127 | $4,784-13.7% | $4,167-0.9% | $5,982-31.0% |
| Admin fee / account holder | $5,275 | $10,130-47.9% | $6,795-22.4% | $11,246-53.1% |