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 | $39,716 | $107,334-63.0% | $92,893-57.2% | $152,861-74.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.61% | 145.58%-122.0pp | 109.41%-85.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $983 | $4,221-76.7% | $3,653-73.1% | $4,762-79.4% |
| Participant deferral / active EE | $3,355 | $4,845-30.8% | $4,236-20.8% | $5,850-42.7% |
| Admin fee / account holder | $2,787 | $7,079-60.6% | $5,794-51.9% | $11,596-76.0% |