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 | $42,019 | $124,319-66.2% | $111,297-62.2% | $167,490-74.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.79% | 37.44%-27.7pp | 54.65%-44.9pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,287 | $3,435-33.4% | $2,731-16.3% | $4,837-52.7% |
| Participant deferral / active EE | $3,045 | $5,180-41.2% | $4,487-32.1% | $6,341-52.0% |
| Admin fee / account holder | $1,659 | $10,618-84.4% | $7,964-79.2% | $12,309-86.5% |