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 | $75,762 | $163,101-53.5% | $136,749-44.6% | $142,382-46.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.01% | 27.54%-12.5pp | 24.33%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,988 | $4,117-51.7% | $3,400-41.5% | $4,299-53.8% |
| Participant deferral / active EE | $4,092 | $5,585-26.7% | $4,692-12.8% | $6,507-37.1% |
| Admin fee / account holder | $7,648 | $14,318-46.6% | $11,386-32.8% | $12,624-39.4% |