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 | $44,566 | $165,912-73.1% | $122,332-63.6% | $147,584-69.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 9.98% | 34.55%-24.6pp | 30.27%-20.3pp | 578.55%-568.6pp |
| Employer contribution / active EE | $1,254 | $5,754-78.2% | $4,050-69.0% | $4,876-74.3% |
| Participant deferral / active EE | $2,444 | $4,005-39.0% | $3,287-25.7% | $5,439-55.1% |
| Admin fee / account holder | $1,263 | $7,424-83.0% | $5,478-76.9% | $10,885-88.4% |