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 | $72,963 | $124,319-41.3% | $111,297-34.4% | $167,490-56.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 57.40% | 37.44%+20.0pp | 54.65%+2.8pp | 478.56%-421.2pp |
| Employer contribution / active EE | $1,039 | $3,435-69.8% | $2,731-61.9% | $4,837-78.5% |
| Participant deferral / active EE | $2,791 | $5,180-46.1% | $4,487-37.8% | $6,341-56.0% |
| Admin fee / account holder | $353 | $10,618-96.7% | $7,964-95.6% | $12,309-97.1% |