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 | $39,344 | $127,264-69.1% | $109,895-64.2% | $167,490-76.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 15.10% | 22.97%-7.9pp | 29.45%-14.4pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,649 | $3,322-50.4% | $2,842-42.0% | $4,837-65.9% |
| Participant deferral / active EE | $1,748 | $4,514-61.3% | $4,048-56.8% | $6,341-72.4% |
| Admin fee / account holder | $679 | $7,114-90.5% | $6,066-88.8% | $12,309-94.5% |