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 | $36,582 | $232,540-84.3% | $185,117-80.2% | $147,584-75.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.38% | 43.03%-25.7pp | 40.50%-23.1pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,685 | $5,195-67.6% | $4,182-59.7% | $4,876-65.5% |
| Participant deferral / active EE | $1,649 | $5,834-71.7% | $5,045-67.3% | $5,439-69.7% |
| Admin fee / account holder | $3,154 | $10,275-69.3% | $8,159-61.3% | $10,885-71.0% |