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 | $47,955 | $72,071-33.5% | $68,368-29.9% | $137,256-65.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.65% | 353.14%-338.5pp | 292.57%-277.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,141 | $2,788+12.7% | $2,649+18.6% | $4,156-24.4% |
| Participant deferral / active EE | $6,177 | $4,410+40.1% | $4,123+49.8% | $6,407-3.6% |
| Admin fee / account holder | $998 | $5,336-81.3% | $5,150-80.6% | $12,270-91.9% |