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 | $43,206 | $115,882-62.7% | $100,516-57.0% | $158,922-72.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.70% | 34.79%-17.1pp | 30.89%-13.2pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,348 | $4,103-67.2% | $3,418-60.6% | $4,761-71.7% |
| Participant deferral / active EE | $2,071 | $6,674-69.0% | $6,270-67.0% | $5,982-65.4% |
| Admin fee / account holder | $352 | $10,995-96.8% | $8,081-95.6% | $11,246-96.9% |