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 | $26,277 | $142,405-81.5% | $115,157-77.2% | $152,861-82.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 21.99% | 41.48%-19.5pp | 35.60%-13.6pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,470 | $4,010-63.3% | $3,179-53.7% | $4,762-69.1% |
| Participant deferral / active EE | $2,543 | $5,164-50.7% | $4,168-39.0% | $5,850-56.5% |
| Admin fee / account holder | $3,978 | $8,462-53.0% | $7,088-43.9% | $11,596-65.7% |