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 | $80,348 | $112,881-28.8% | $90,951-11.7% | $158,922-49.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.66% | 215.79%-206.1pp | 134.60%-124.9pp | 302.83%-293.2pp |
| Employer contribution / active EE | $1,473 | $2,893-49.1% | $2,122-30.6% | $4,761-69.1% |
| Participant deferral / active EE | $4,500 | $4,128+9.0% | $3,373+33.4% | $5,982-24.8% |
| Admin fee / account holder | $448 | $8,041-94.4% | $5,959-92.5% | $11,246-96.0% |