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 | $17,900 | $117,381-84.8% | $99,443-82.0% | $152,861-88.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 28.78% | 31.87%-3.1pp | 30.72%-1.9pp | 345.32%-316.5pp |
| Employer contribution / active EE | $1,768 | $3,013-41.3% | $2,540-30.4% | $4,762-62.9% |
| Participant deferral / active EE | $2,465 | $4,086-39.7% | $3,619-31.9% | $5,850-57.9% |
| Admin fee / account holder | $767 | $7,631-90.0% | $6,250-87.7% | $11,596-93.4% |