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 | $25,887 | $228,332-88.7% | $185,823-86.1% | $158,922-83.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.97% | 40.80%-28.8pp | 35.95%-24.0pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,077 | $4,967-58.2% | $4,087-49.2% | $4,761-56.4% |
| Participant deferral / active EE | $2,867 | $6,415-55.3% | $5,632-49.1% | $5,982-52.1% |
| Admin fee / account holder | $2,156 | $11,864-81.8% | $9,500-77.3% | $11,246-80.8% |