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 | $29,968 | $84,233-64.4% | $170,442-82.4% | $70,131-57.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.57% | 23.06%-7.5pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,617 | $3,387-52.3% | $5,433-70.2% | $2,342-31.0% |
| Participant deferral / active EE | $920 | $3,086-70.2% | $4,939-81.4% | $3,332-72.4% |
| Admin fee / account holder | $1,135 | $5,698-80.1% | $13,880-91.8% | $4,645-75.6% |