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 | $56,021 | $176,377-68.2% | $134,143-58.2% | $158,922-64.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 34.91% | 63.63%-28.7pp | 36.33%-1.4pp | 302.83%-267.9pp |
| Employer contribution / active EE | $1,393 | $5,040-72.4% | $3,704-62.4% | $4,761-70.7% |
| Participant deferral / active EE | $2,091 | $4,091-48.9% | $3,499-40.2% | $5,982-65.0% |
| Admin fee / account holder | $4,788 | $8,718-45.1% | $6,684-28.4% | $11,246-57.4% |