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 | $29,198 | $114,381-74.5% | $107,525-72.8% | $142,382-79.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.90% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,849 | $4,015-4.1% | $3,754+2.5% | $4,299-10.5% |
| Participant deferral / active EE | $7,912 | $5,564+42.2% | $5,116+54.7% | $6,507+21.6% |
| Admin fee / account holder | $879 | $9,860-91.1% | $8,919-90.1% | $12,624-93.0% |