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 | $38,809 | $111,301-65.1% | $112,977-65.6% | $158,922-75.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 15.56% | 26.40%-10.8pp | 24.24%-8.7pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,559 | $4,471-42.8% | $4,255-39.9% | $4,761-46.3% |
| Participant deferral / active EE | $4,346 | $5,880-26.1% | $5,836-25.5% | $5,982-27.3% |
| Admin fee / account holder | $6,583 | $8,392-21.6% | $6,294+4.6% | $11,246-41.5% |