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 | $58,598 | $132,634-55.8% | $115,768-49.4% | $137,256-57.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 10.46% | 160.70%-150.2pp | 100.46%-90.0pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,457 | $3,360-56.6% | $2,940-50.4% | $4,156-64.9% |
| Participant deferral / active EE | $1,676 | $5,619-70.2% | $4,917-65.9% | $6,407-73.8% |
| Admin fee / account holder | $28,463 | $15,028+89.4% | $12,439+128.8% | $12,270+132.0% |