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 | $47,853 | $89,753-46.7% | $107,525-55.5% | $84,808-43.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.18% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,761 | $3,113+20.8% | $3,754+0.2% | $2,631+43.0% |
| Participant deferral / active EE | $4,695 | $4,056+15.7% | $5,116-8.2% | $4,212+11.5% |
| Admin fee / account holder | $1,206 | $7,222-83.3% | $8,919-86.5% | $7,344-83.6% |