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 | $45,593 | $100,970-54.8% | $96,576-52.8% | $137,256-66.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.22% | 38.16%-24.9pp | 38.47%-25.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,662 | $3,809-56.4% | $3,553-53.2% | $4,156-60.0% |
| Participant deferral / active EE | $4,412 | $8,286-46.8% | $7,956-44.6% | $6,407-31.1% |
| Admin fee / account holder | $2,400 | $11,312-78.8% | $11,381-78.9% | $12,270-80.4% |