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 | $102,245-73.4% | $89,340-69.6% | $137,256-80.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.10% | 21.89%-3.8pp | 20.57%-2.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,384 | $2,529-45.3% | $2,231-38.0% | $4,156-66.7% |
| Participant deferral / active EE | $2,372 | $4,436-46.5% | $3,823-37.9% | $6,407-63.0% |
| Admin fee / account holder | $2,766 | $8,085-65.8% | $6,704-58.7% | $12,270-77.5% |