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 | $30,989 | $112,096-72.4% | $95,952-67.7% | $158,922-80.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.08% | 171.09%-158.0pp | 91.61%-78.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,311 | $3,198-27.7% | $2,541-9.0% | $4,761-51.5% |
| Participant deferral / active EE | $2,988 | $4,784-37.5% | $4,167-28.3% | $5,982-50.0% |
| Admin fee / account holder | $3,376 | $10,130-66.7% | $6,795-50.3% | $11,246-70.0% |