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 | $38,828 | $114,381-66.1% | $107,525-63.9% | $142,382-72.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.56% | 242.71%-225.1pp | 181.32%-163.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,733 | $4,015-31.9% | $3,754-27.2% | $4,299-36.4% |
| Participant deferral / active EE | $3,416 | $5,564-38.6% | $5,116-33.2% | $6,507-47.5% |
| Admin fee / account holder | $5,760 | $9,860-41.6% | $8,919-35.4% | $12,624-54.4% |