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 | $70,010 | $100,901-30.6% | $75,670-7.5% | $147,584-52.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 15.73% | 35.78%-20.0pp | 27.34%-11.6pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,054 | $3,253-67.6% | $2,352-55.2% | $4,876-78.4% |
| Participant deferral / active EE | $1,864 | $4,027-53.7% | $3,142-40.7% | $5,439-65.7% |
| Admin fee / account holder | $984 | $11,285-91.3% | $5,800-83.0% | $10,885-91.0% |