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 | $62,833 | $117,983-46.7% | $101,794-38.3% | $142,382-55.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.80% | 36.92%-23.1pp | 30.53%-16.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,240 | $2,773-55.3% | $2,289-45.8% | $4,299-71.1% |
| Participant deferral / active EE | $3,243 | $4,714-31.2% | $4,084-20.6% | $6,507-50.2% |
| Admin fee / account holder | $13,012 | $10,433+24.7% | $8,777+48.3% | $12,624+3.1% |