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 | $51,801 | $167,484-69.1% | $151,611-65.8% | $134,475-61.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.31% | 7.80%-23.1pp | 3.33%-18.6pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,714 | $6,829-74.9% | $6,166-72.2% | $4,740-63.8% |
| Participant deferral / active EE | $4,219 | $8,986-53.1% | $8,363-49.6% | $6,400-34.1% |
| Admin fee / account holder | $503 | $13,783-96.4% | $11,616-95.7% | $11,426-95.6% |