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 | $56,206 | $176,377-68.1% | $134,143-58.1% | $158,922-64.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.41% | 63.63%-53.2pp | 36.33%-25.9pp | 302.83%-292.4pp |
| Employer contribution / active EE | $2,571 | $5,040-49.0% | $3,704-30.6% | $4,761-46.0% |
| Participant deferral / active EE | $2,017 | $4,091-50.7% | $3,499-42.3% | $5,982-66.3% |
| Admin fee / account holder | $456 | $8,718-94.8% | $6,684-93.2% | $11,246-95.9% |