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 | $23,557 | $105,931-77.8% | $81,930-71.2% | $158,922-85.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 13.29% | 38.17%-24.9pp | 29.49%-16.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,146 | $7,800-72.5% | $4,310-50.2% | $4,761-54.9% |
| Participant deferral / active EE | $4,436 | $13,003-65.9% | $7,107-37.6% | $5,982-25.8% |
| Admin fee / account holder | $425 | $8,489-95.0% | $5,158-91.8% | $11,246-96.2% |