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 | $37,135 | $112,096-66.9% | $95,952-61.3% | $158,922-76.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.72% | 171.09%-156.4pp | 91.61%-76.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,141 | $3,198-64.3% | $2,541-55.1% | $4,761-76.0% |
| Participant deferral / active EE | $2,838 | $4,784-40.7% | $4,167-31.9% | $5,982-52.6% |
| Admin fee / account holder | $526 | $10,130-94.8% | $6,795-92.3% | $11,246-95.3% |