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 | $36,181 | $148,534-75.6% | $135,903-73.4% | $139,434-74.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.54% | 79.19%-61.7pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,753 | $5,243-66.6% | $4,856-63.9% | $4,751-63.1% |
| Participant deferral / active EE | $5,504 | $8,100-32.1% | $7,758-29.1% | $6,710-18.0% |
| Admin fee / account holder | $2,038 | $12,400-83.6% | $10,762-81.1% | $11,403-82.1% |