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 | $63,298 | $114,381-44.7% | $107,525-41.1% | $142,382-55.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.78% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,319 | $4,015-42.2% | $3,754-38.2% | $4,299-46.0% |
| Participant deferral / active EE | $2,018 | $5,564-63.7% | $5,116-60.6% | $6,507-69.0% |
| Admin fee / account holder | $419 | $9,860-95.7% | $8,919-95.3% | $12,624-96.7% |