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 | $47,582 | $178,174-73.3% | $156,181-69.5% | $137,256-65.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.98% | 84.19%-70.2pp | 64.87%-50.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,980 | $4,972-60.2% | $4,294-53.9% | $4,156-52.4% |
| Participant deferral / active EE | $10,530 | $6,888+52.9% | $6,132+71.7% | $6,407+64.4% |
| Admin fee / account holder | $78,444 | $17,404+350.7% | $14,586+437.8% | $12,270+539.3% |