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 | $38,010 | $115,770-67.2% | $101,248-62.5% | $158,922-76.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.79% | 56.14%-34.3pp | 46.47%-24.7pp | 302.83%-281.0pp |
| Employer contribution / active EE | $1,578 | $4,175-62.2% | $3,660-56.9% | $4,761-66.9% |
| Participant deferral / active EE | $2,791 | $4,957-43.7% | $4,370-36.1% | $5,982-53.4% |
| Admin fee / account holder | $753 | $7,245-89.6% | $5,945-87.3% | $11,246-93.3% |