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 | $50,379 | $102,317-50.8% | $146,958-65.7% | $80,856-37.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.90% | 134.76%-118.9pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $3,709 | $3,713-0.1% | $4,933-24.8% | $2,755+34.6% |
| Participant deferral / active EE | $5,900 | $6,644-11.2% | $8,070-26.9% | $4,296+37.3% |
| Admin fee / account holder | $1,741 | $7,941-78.1% | $12,998-86.6% | $6,918-74.8% |