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 8-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 | $49,239 | $172,111-71.4% | $150,298-67.2% | $137,256-64.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.94% | 69.37%-57.4pp | 62.79%-50.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $4,140 | $4,636-10.7% | $4,154-0.3% | $4,156-0.4% |
| Participant deferral / active EE | $4,731 | $6,166-23.3% | $5,453-13.2% | $6,407-26.1% |
| Admin fee / account holder | $9,088 | $16,471-44.8% | $14,116-35.6% | $12,270-25.9% |