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 | $27,182 | $107,452-74.7% | $91,541-70.3% | $142,382-80.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.10% | 22.06%-4.0pp | 20.50%-2.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,384 | $2,994-53.8% | $2,505-44.7% | $4,299-67.8% |
| Participant deferral / active EE | $2,372 | $4,754-50.1% | $4,008-40.8% | $6,507-63.5% |
| Admin fee / account holder | $2,766 | $8,834-68.7% | $6,956-60.2% | $12,624-78.1% |