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 | $32,721 | $148,534-78.0% | $135,903-75.9% | $139,434-76.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.76% | 79.19%-66.4pp | 68.23%-55.5pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,856 | $5,243-64.6% | $4,856-61.8% | $4,751-60.9% |
| Participant deferral / active EE | $5,619 | $8,100-30.6% | $7,758-27.6% | $6,710-16.3% |
| Admin fee / account holder | $17,322 | $12,400+39.7% | $10,762+61.0% | $11,403+51.9% |