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 | $47,396 | $176,812-73.2% | $146,665-67.7% | $167,490-71.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.30% | 24.03%-10.7pp | 22.74%-9.4pp | 478.56%-465.3pp |
| Employer contribution / active EE | $3,025 | $5,160-41.4% | $4,136-26.9% | $4,837-37.5% |
| Participant deferral / active EE | $3,024 | $6,440-53.0% | $5,506-45.1% | $6,341-52.3% |
| Admin fee / account holder | $793 | $13,259-94.0% | $10,280-92.3% | $12,309-93.6% |