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 | $69,179 | $129,942-46.8% | $104,294-33.7% | $134,475-48.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 1.03% | 42.03%-41.0pp | 24.61%-23.6pp | 417.96%-416.9pp |
| Employer contribution / active EE | $2,626 | $4,184-37.2% | $3,372-22.1% | $4,740-44.6% |
| Participant deferral / active EE | $3,692 | $5,588-33.9% | $4,625-20.2% | $6,400-42.3% |
| Admin fee / account holder | $5,091 | $9,323-45.4% | $7,339-30.6% | $11,426-55.4% |