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 | $38,418 | $176,377-78.2% | $134,143-71.4% | $158,922-75.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 8.52% | 63.63%-55.1pp | 36.33%-27.8pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,281 | $5,040-74.6% | $3,704-65.4% | $4,761-73.1% |
| Participant deferral / active EE | $3,603 | $4,091-11.9% | $3,499+3.0% | $5,982-39.8% |
| Admin fee / account holder | $10,317 | $8,718+18.3% | $6,684+54.3% | $11,246-8.3% |