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 | $42,400 | $110,257-61.5% | $96,544-56.1% | $139,434-69.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.65% | 26.32%-12.7pp | 25.84%-12.2pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,735 | $3,620-52.1% | $2,965-41.5% | $4,751-63.5% |
| Participant deferral / active EE | $2,052 | $5,548-63.0% | $4,851-57.7% | $6,710-69.4% |
| Admin fee / account holder | $13,153 | $11,591+13.5% | $8,252+59.4% | $11,403+15.4% |