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 | $39,350 | $176,377-77.7% | $134,143-70.7% | $158,922-75.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.88% | 63.63%-52.8pp | 36.33%-25.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,049 | $5,040-79.2% | $3,704-71.7% | $4,761-78.0% |
| Participant deferral / active EE | $1,926 | $4,091-52.9% | $3,499-45.0% | $5,982-67.8% |
| Admin fee / account holder | $9,865 | $8,718+13.2% | $6,684+47.6% | $11,246-12.3% |