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 | $49,638 | $105,859-53.1% | $90,160-44.9% | $147,584-66.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.55% | 37.63%-20.1pp | 34.88%-17.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $609 | $4,126-85.2% | $3,318-81.7% | $4,876-87.5% |
| Participant deferral / active EE | $3,180 | $5,733-44.5% | $5,288-39.9% | $5,439-41.5% |
| Admin fee / account holder | $1,089 | $8,046-86.5% | $5,943-81.7% | $10,885-90.0% |