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 | $20,609 | $118,450-82.6% | $98,439-79.1% | $139,434-85.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.26% | 18.94%-3.7pp | 21.16%-5.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,472 | $3,609-59.2% | $3,048-51.7% | $4,751-69.0% |
| Participant deferral / active EE | $1,705 | $5,392-68.4% | $4,738-64.0% | $6,710-74.6% |
| Admin fee / account holder | $3,456 | $14,026-75.4% | $8,948-61.4% | $11,403-69.7% |