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 | $70,488 | $112,096-37.1% | $95,952-26.5% | $158,922-55.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.15% | 171.09%-146.9pp | 91.61%-67.5pp | 302.83%-278.7pp |
| Employer contribution / active EE | $861 | $3,198-73.1% | $2,541-66.1% | $4,761-81.9% |
| Participant deferral / active EE | $3,286 | $4,784-31.3% | $4,167-21.1% | $5,982-45.1% |
| Admin fee / account holder | $319 | $10,130-96.8% | $6,795-95.3% | $11,246-97.2% |