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 | $19,680 | $148,534-86.8% | $135,903-85.5% | $139,434-85.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.23% | 79.19%-66.0pp | 68.23%-55.0pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,741 | $5,243-66.8% | $4,856-64.1% | $4,751-63.3% |
| Participant deferral / active EE | $7,603 | $8,100-6.1% | $7,758-2.0% | $6,710+13.3% |
| Admin fee / account holder | $1,220 | $12,400-90.2% | $10,762-88.7% | $11,403-89.3% |