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 | $48,875 | $180,749-73.0% | $160,784-69.6% | $137,256-64.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.43% | 2234.46%-2214.0pp | 1803.92%-1783.5pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,893 | $4,155-54.5% | $3,733-49.3% | $4,156-54.5% |
| Participant deferral / active EE | $2,468 | $6,844-63.9% | $6,293-60.8% | $6,407-61.5% |
| Admin fee / account holder | $1,313 | $10,397-87.4% | $9,717-86.5% | $12,270-89.3% |