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 | $63,435 | $112,096-43.4% | $95,952-33.9% | $158,922-60.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.51% | 171.09%-155.6pp | 91.61%-76.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,040 | $3,198-36.2% | $2,541-19.7% | $4,761-57.1% |
| Participant deferral / active EE | $3,896 | $4,784-18.6% | $4,167-6.5% | $5,982-34.9% |
| Admin fee / account holder | $300 | $10,130-97.0% | $6,795-95.6% | $11,246-97.3% |