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 | $38,676 | $105,859-63.5% | $90,160-57.1% | $147,584-73.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.00% | 37.63%-17.6pp | 34.88%-14.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,646 | $4,126-35.9% | $3,318-20.3% | $4,876-45.7% |
| Participant deferral / active EE | $1,879 | $5,733-67.2% | $5,288-64.5% | $5,439-65.5% |
| Admin fee / account holder | $2,606 | $8,046-67.6% | $5,943-56.2% | $10,885-76.1% |