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 | $38,796 | $177,572-78.2% | $154,803-74.9% | $142,382-72.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.80% | 65.07%-53.3pp | 58.88%-47.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,059 | $4,810-36.4% | $4,305-29.0% | $4,299-28.9% |
| Participant deferral / active EE | $5,344 | $6,272-14.8% | $5,540-3.5% | $6,507-17.9% |
| Admin fee / account holder | $2,282 | $16,786-86.4% | $14,329-84.1% | $12,624-81.9% |