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 | $31,173 | $152,587-79.6% | $125,175-75.1% | $152,861-79.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 27.42% | 54.84%-27.4pp | 43.79%-16.4pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,111 | $4,946-77.5% | $3,865-71.3% | $4,762-76.7% |
| Participant deferral / active EE | $2,295 | $5,868-60.9% | $4,937-53.5% | $5,850-60.8% |
| Admin fee / account holder | $377 | $13,434-97.2% | $9,702-96.1% | $11,596-96.7% |