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 | $32,766 | $165,984-80.3% | $164,813-80.1% | $145,922-77.5% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 11.25% | 100.03%-88.8pp | 69.93%-58.7pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,211 | $5,273-39.1% | $4,341-26.0% | $4,660-31.1% |
| Participant deferral / active EE | $5,251 | $6,959-24.5% | $6,031-12.9% | $6,688-21.5% |
| Admin fee / account holder | $5,635 | $16,648-66.2% | $12,690-55.6% | $13,397-57.9% |