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 | $42,132 | $176,377-76.1% | $134,143-68.6% | $158,922-73.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 24.09% | 63.63%-39.5pp | 36.33%-12.2pp | 302.83%-278.7pp |
| Employer contribution / active EE | $2,439 | $5,040-51.6% | $3,704-34.1% | $4,761-48.8% |
| Participant deferral / active EE | $3,907 | $4,091-4.5% | $3,499+11.7% | $5,982-34.7% |
| Admin fee / account holder | $2,323 | $8,718-73.4% | $6,684-65.2% | $11,246-79.3% |