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 | $33,929 | $232,540-85.4% | $185,117-81.7% | $147,584-77.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.35% | 43.03%-24.7pp | 40.50%-22.1pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,057 | $5,195-79.7% | $4,182-74.7% | $4,876-78.3% |
| Participant deferral / active EE | $3,651 | $5,834-37.4% | $5,045-27.6% | $5,439-32.9% |
| Admin fee / account holder | $1,528 | $10,275-85.1% | $8,159-81.3% | $10,885-86.0% |