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 | $52,302 | $110,261-52.6% | $95,745-45.4% | $139,434-62.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.85% | 27.11%-5.3pp | 28.35%-6.5pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,276 | $3,257-60.8% | $2,835-55.0% | $4,751-73.1% |
| Participant deferral / active EE | $1,607 | $4,676-65.6% | $4,245-62.1% | $6,710-76.0% |
| Admin fee / account holder | $9,599 | $6,613+45.1% | $5,678+69.1% | $11,403-15.8% |