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 | $51,749 | $152,587-66.1% | $125,175-58.7% | $152,861-66.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.00% | 54.84%-40.8pp | 43.79%-29.8pp | 345.32%-331.3pp |
| Employer contribution / active EE | $1,764 | $4,946-64.3% | $3,865-54.4% | $4,762-63.0% |
| Participant deferral / active EE | $3,845 | $5,868-34.5% | $4,937-22.1% | $5,850-34.3% |
| Admin fee / account holder | $8,067 | $13,434-40.0% | $9,702-16.9% | $11,596-30.4% |