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 | $48,844 | $112,881-56.7% | $90,951-46.3% | $158,922-69.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.05% | 215.79%-201.7pp | 134.60%-120.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,977 | $2,893+37.5% | $2,122+87.4% | $4,761-16.5% |
| Participant deferral / active EE | $4,672 | $4,128+13.2% | $3,373+38.5% | $5,982-21.9% |
| Admin fee / account holder | $1,065 | $8,041-86.8% | $5,959-82.1% | $11,246-90.5% |