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 | $36,521 | $103,376-64.7% | $87,100-58.1% | $152,861-76.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.52% | 28.10%-8.6pp | 28.19%-8.7pp | 345.32%-325.8pp |
| Employer contribution / active EE | $3,586 | $3,220+11.4% | $2,521+42.2% | $4,762-24.7% |
| Participant deferral / active EE | $5,517 | $4,778+15.5% | $4,049+36.3% | $5,850-5.7% |
| Admin fee / account holder | $1,010 | $12,205-91.7% | $7,497-86.5% | $11,596-91.3% |