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 | $23,814 | $114,381-79.2% | $107,525-77.9% | $142,382-83.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.96% | 242.71%-226.7pp | 181.32%-165.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,879 | $4,015-28.3% | $3,754-23.3% | $4,299-33.0% |
| Participant deferral / active EE | $3,232 | $5,564-41.9% | $5,116-36.8% | $6,507-50.3% |
| Admin fee / account holder | $3,651 | $9,860-63.0% | $8,919-59.1% | $12,624-71.1% |