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 | $40,034 | $126,574-68.4% | $106,213-62.3% | $145,922-72.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.28% | 224.79%-213.5pp | 116.14%-104.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,566 | $3,730-58.0% | $3,171-50.6% | $4,660-66.4% |
| Participant deferral / active EE | $3,717 | $5,724-35.1% | $5,016-25.9% | $6,688-44.4% |
| Admin fee / account holder | $1,997 | $17,304-88.5% | $11,033-81.9% | $13,397-85.1% |