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 | $62,238 | $232,540-73.2% | $185,117-66.4% | $147,584-57.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.88% | 43.03%-28.2pp | 40.50%-25.6pp | 578.55%-563.7pp |
| Employer contribution / active EE | $2,016 | $5,195-61.2% | $4,182-51.8% | $4,876-58.7% |
| Participant deferral / active EE | $4,144 | $5,834-29.0% | $5,045-17.9% | $5,439-23.8% |
| Admin fee / account holder | $2,390 | $10,275-76.7% | $8,159-70.7% | $10,885-78.0% |