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 | $179,726-73.5% | $156,263-69.6% | $142,382-66.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.98% | 77.86%-63.9pp | 59.47%-45.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,980 | $5,069-61.0% | $4,333-54.3% | $4,299-54.0% |
| Participant deferral / active EE | $10,530 | $6,956+51.4% | $6,158+71.0% | $6,507+61.8% |
| Admin fee / account holder | $78,444 | $17,272+354.2% | $14,255+450.3% | $12,624+521.4% |