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 | $40,341 | $110,502-63.5% | $80,716-50.0% | $167,490-75.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 20.19% | 120.54%-100.3pp | 87.28%-67.1pp | 478.56%-458.4pp |
| Employer contribution / active EE | $1,299 | $1,543-15.8% | $1,160+12.0% | $4,837-73.1% |
| Participant deferral / active EE | $3,599 | $2,871+25.4% | $2,146+67.7% | $6,341-43.2% |
| Admin fee / account holder | $1,840 | $4,545-59.5% | $3,380-45.6% | $12,309-85.1% |