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 | $45,895 | $81,632-43.8% | $70,449-34.9% | $158,922-71.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.89% | 208.40%-197.5pp | 109.03%-98.1pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,195 | $3,217-31.8% | $2,737-19.8% | $4,761-53.9% |
| Participant deferral / active EE | $2,730 | $4,554-40.0% | $3,709-26.4% | $5,982-54.4% |
| Admin fee / account holder | $405 | $6,193-93.5% | $3,845-89.5% | $11,246-96.4% |