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 | $45,382 | $201,272-77.5% | $184,203-75.4% | $145,922-68.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.35% | 29.00%-16.7pp | 28.81%-16.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,783 | $7,022-60.4% | $6,427-56.7% | $4,660-40.3% |
| Participant deferral / active EE | $3,489 | $9,806-64.4% | $9,131-61.8% | $6,688-47.8% |
| Admin fee / account holder | $2,116 | $16,364-87.1% | $13,901-84.8% | $13,397-84.2% |