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 | $76,535 | $129,217-40.8% | $93,406-18.1% | $158,922-51.8% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 19.94% | 118.21%-98.3pp | 78.05%-58.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $885 | $2,711-67.4% | $2,075-57.3% | $4,761-81.4% |
| Participant deferral / active EE | $3,834 | $3,909-1.9% | $3,126+22.6% | $5,982-35.9% |
| Admin fee / account holder | $460 | $7,383-93.8% | $5,230-91.2% | $11,246-95.9% |