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 | $33,448 | $116,175-71.2% | $93,606-64.3% | $152,861-78.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 10.66% | 35.96%-25.3pp | 32.76%-22.1pp | 345.32%-334.7pp |
| Employer contribution / active EE | $1,005 | $3,218-68.8% | $2,718-63.0% | $4,762-78.9% |
| Participant deferral / active EE | $1,926 | $4,603-58.2% | $4,069-52.7% | $5,850-67.1% |
| Admin fee / account holder | $4,890 | $10,748-54.5% | $7,888-38.0% | $11,596-57.8% |