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 | $33,809 | $103,376-67.3% | $87,100-61.2% | $152,861-77.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.56% | 28.10%-8.5pp | 28.19%-8.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,575 | $3,220-51.1% | $2,521-37.5% | $4,762-66.9% |
| Participant deferral / active EE | $3,483 | $4,778-27.1% | $4,049-14.0% | $5,850-40.5% |
| Admin fee / account holder | $1,615 | $12,205-86.8% | $7,497-78.5% | $11,596-86.1% |