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 | $22,137 | $72,277-69.4% | $101,248-78.1% | $79,858-72.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.69% | 22.30%-5.6pp | 46.47%-29.8pp | 31.71%-15.0pp |
| Employer contribution / active EE | $831 | $2,692-69.1% | $3,660-77.3% | $2,471-66.4% |
| Participant deferral / active EE | $2,405 | $3,282-26.7% | $4,370-45.0% | $3,740-35.7% |
| Admin fee / account holder | $689 | $4,400-84.3% | $5,945-88.4% | $5,306-87.0% |