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 | $60,657 | $81,632-25.7% | $70,449-13.9% | $158,922-61.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.63% | 208.40%-194.8pp | 109.03%-95.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $798 | $3,217-75.2% | $2,737-70.8% | $4,761-83.2% |
| Participant deferral / active EE | $1,978 | $4,554-56.6% | $3,709-46.7% | $5,982-66.9% |
| Admin fee / account holder | $643 | $6,193-89.6% | $3,845-83.3% | $11,246-94.3% |