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 | $37,700 | $163,101-76.9% | $136,749-72.4% | $142,382-73.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.17% | 27.54%-15.4pp | 24.33%-12.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,267 | $4,117-20.6% | $3,400-3.9% | $4,299-24.0% |
| Participant deferral / active EE | $1,611 | $5,585-71.2% | $4,692-65.7% | $6,507-75.2% |
| Admin fee / account holder | $8,428 | $14,318-41.1% | $11,386-26.0% | $12,624-33.2% |