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 | $31,296 | $117,983-73.5% | $101,794-69.3% | $142,382-78.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.70% | 36.92%-23.2pp | 30.53%-16.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,423 | $2,773-48.7% | $2,289-37.8% | $4,299-66.9% |
| Participant deferral / active EE | $2,306 | $4,714-51.1% | $4,084-43.5% | $6,507-64.6% |
| Admin fee / account holder | $9,758 | $10,433-6.5% | $8,777+11.2% | $12,624-22.7% |