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 | $45,814 | $124,319-63.1% | $111,297-58.8% | $167,490-72.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.18% | 37.44%-25.3pp | 54.65%-42.5pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,381 | $3,435-59.8% | $2,731-49.4% | $4,837-71.4% |
| Participant deferral / active EE | $3,004 | $5,180-42.0% | $4,487-33.1% | $6,341-52.6% |
| Admin fee / account holder | $1,637 | $10,618-84.6% | $7,964-79.4% | $12,309-86.7% |