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 | $36,578 | $177,572-79.4% | $154,803-76.4% | $142,382-74.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.07% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,714 | $4,810-22.8% | $4,305-13.7% | $4,299-13.6% |
| Participant deferral / active EE | $2,326 | $6,272-62.9% | $5,540-58.0% | $6,507-64.3% |
| Admin fee / account holder | $3,750 | $16,786-77.7% | $14,329-73.8% | $12,624-70.3% |