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 | $63,195 | $165,912-61.9% | $122,332-48.3% | $147,584-57.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 20.66% | 34.55%-13.9pp | 30.27%-9.6pp | 578.55%-557.9pp |
| Employer contribution / active EE | $960 | $5,754-83.3% | $4,050-76.3% | $4,876-80.3% |
| Participant deferral / active EE | $2,707 | $4,005-32.4% | $3,287-17.7% | $5,439-50.2% |
| Admin fee / account holder | $2,172 | $7,424-70.7% | $5,478-60.3% | $10,885-80.0% |