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 | $29,011 | $127,777-77.3% | $106,548-72.8% | $167,490-82.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 13.04% | 33.87%-20.8pp | 26.80%-13.8pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,470 | $3,427-27.9% | $2,819-12.4% | $4,837-48.9% |
| Participant deferral / active EE | $4,612 | $5,087-9.3% | $4,398+4.9% | $6,341-27.3% |
| Admin fee / account holder | $671 | $11,228-94.0% | $7,407-90.9% | $12,309-94.6% |