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 | $47,578 | $153,311-69.0% | $109,313-56.5% | $273,961-82.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 3.99% | 29.86%-25.9pp | 22.07%-18.1pp | 41.45%-37.5pp |
| Employer contribution / active EE | $804 | $5,619-85.7% | $3,892-79.3% | $4,869-83.5% |
| Participant deferral / active EE | $1,608 | $3,932-59.1% | $3,166-49.2% | $5,287-69.6% |
| Admin fee / account holder | $2,828 | $8,076-65.0% | $5,666-50.1% | $10,132-72.1% |