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 | $30,785 | $114,381-73.1% | $107,525-71.4% | $142,382-78.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.52% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,319 | $4,015-42.2% | $3,754-38.2% | $4,299-46.1% |
| Participant deferral / active EE | $2,510 | $5,564-54.9% | $5,116-50.9% | $6,507-61.4% |
| Admin fee / account holder | $10,626 | $9,860+7.8% | $8,919+19.1% | $12,624-15.8% |