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 | $61,176 | $91,190-32.9% | $178,490-65.7% | $79,858-23.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.20% | 24.19%-7.0pp | 151.07%-133.9pp | 31.71%-14.5pp |
| Employer contribution / active EE | $742 | $3,256-77.2% | $5,011-85.2% | $2,471-70.0% |
| Participant deferral / active EE | $2,228 | $3,236-31.1% | $5,202-57.2% | $3,740-40.4% |
| Admin fee / account holder | $935 | $6,751-86.2% | $13,984-93.3% | $5,306-82.4% |