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 | $51,924 | $176,377-70.6% | $134,143-61.3% | $158,922-67.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.45% | 63.63%-47.2pp | 36.33%-19.9pp | 302.83%-286.4pp |
| Employer contribution / active EE | $284 | $5,040-94.4% | $3,704-92.3% | $4,761-94.0% |
| Participant deferral / active EE | $7,150 | $4,091+74.8% | $3,499+104.4% | $5,982+19.5% |
| Admin fee / account holder | $762 | $8,718-91.3% | $6,684-88.6% | $11,246-93.2% |