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 | $50,440 | $152,509-66.9% | $117,472-57.1% | $134,475-62.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 3.14% | 52.99%-49.8pp | 29.74%-26.6pp | 417.96%-414.8pp |
| Employer contribution / active EE | $1,157 | $5,571-79.2% | $4,176-72.3% | $4,740-75.6% |
| Participant deferral / active EE | $4,013 | $4,818-16.7% | $4,070-1.4% | $6,400-37.3% |
| Admin fee / account holder | $1,223 | $7,004-82.5% | $5,645-78.3% | $11,426-89.3% |