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 | $38,841 | $132,634-70.7% | $115,768-66.4% | $137,256-71.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 10.90% | 160.70%-149.8pp | 100.46%-89.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $2,203 | $3,360-34.4% | $2,940-25.1% | $4,156-47.0% |
| Participant deferral / active EE | $3,541 | $5,619-37.0% | $4,917-28.0% | $6,407-44.7% |
| Admin fee / account holder | $599 | $15,028-96.0% | $12,439-95.2% | $12,270-95.1% |