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 | $27,219 | $227,553-88.0% | $189,557-85.6% | $167,490-83.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.16% | 78.40%-65.2pp | 64.17%-51.0pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,159 | $5,316-59.4% | $4,412-51.1% | $4,837-55.4% |
| Participant deferral / active EE | $2,807 | $7,002-59.9% | $6,174-54.5% | $6,341-55.7% |
| Admin fee / account holder | $2,787 | $11,878-76.5% | $9,807-71.6% | $12,309-77.4% |