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 | $44,911 | $105,859-57.6% | $90,160-50.2% | $147,584-69.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.08% | 37.63%-25.5pp | 34.88%-22.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,968 | $4,126-52.3% | $3,318-40.7% | $4,876-59.7% |
| Participant deferral / active EE | $2,306 | $5,733-59.8% | $5,288-56.4% | $5,439-57.6% |
| Admin fee / account holder | $1,546 | $8,046-80.8% | $5,943-74.0% | $10,885-85.8% |