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 | $37,149 | $81,632-54.5% | $70,449-47.3% | $158,922-76.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.13% | 208.40%-198.3pp | 109.03%-98.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,725 | $3,217-46.4% | $2,737-37.0% | $4,761-63.8% |
| Participant deferral / active EE | $2,065 | $4,554-54.7% | $3,709-44.3% | $5,982-65.5% |
| Admin fee / account holder | $935 | $6,193-84.9% | $3,845-75.7% | $11,246-91.7% |