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 | $72,521 | $108,919-33.4% | $100,391-27.8% | $145,922-50.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.13% | 57.88%-43.8pp | 49.20%-35.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,343 | $4,419-24.4% | $3,942-15.2% | $4,660-28.3% |
| Participant deferral / active EE | $3,223 | $8,445-61.8% | $8,082-60.1% | $6,688-51.8% |
| Admin fee / account holder | $493 | $9,689-94.9% | $7,899-93.8% | $13,397-96.3% |