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 | $63,929 | $165,912-61.5% | $122,332-47.7% | $147,584-56.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.85% | 34.55%-18.7pp | 30.27%-14.4pp | 578.55%-562.7pp |
| Employer contribution / active EE | $944 | $5,754-83.6% | $4,050-76.7% | $4,876-80.6% |
| Participant deferral / active EE | $2,936 | $4,005-26.7% | $3,287-10.7% | $5,439-46.0% |
| Admin fee / account holder | $1,931 | $7,424-74.0% | $5,478-64.8% | $10,885-82.3% |