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 | $79,107 | $165,912-52.3% | $122,332-35.3% | $147,584-46.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 21.99% | 34.55%-12.6pp | 30.27%-8.3pp | 578.55%-556.6pp |
| Employer contribution / active EE | $597 | $5,754-89.6% | $4,050-85.3% | $4,876-87.8% |
| Participant deferral / active EE | $1,999 | $4,005-50.1% | $3,287-39.2% | $5,439-63.3% |
| Admin fee / account holder | $9,728 | $7,424+31.0% | $5,478+77.6% | $10,885-10.6% |