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 | $66,564 | $106,515-37.5% | $96,683-31.2% | $139,434-52.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.31% | 38.43%-27.1pp | 35.69%-24.4pp | 372.94%-361.6pp |
| Employer contribution / active EE | $957 | $4,103-76.7% | $3,737-74.4% | $4,751-79.8% |
| Participant deferral / active EE | $3,214 | $5,454-41.1% | $4,878-34.1% | $6,710-52.1% |
| Admin fee / account holder | $2,137 | $7,877-72.9% | $6,730-68.2% | $11,403-81.3% |