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 | $63,253 | $104,251-39.3% | $91,001-30.5% | $147,584-57.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.70% | 27.06%-11.4pp | 4.60%+11.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,020 | $3,116-35.2% | $2,456-17.7% | $4,876-58.6% |
| Participant deferral / active EE | $3,280 | $4,195-21.8% | $3,547-7.5% | $5,439-39.7% |
| Admin fee / account holder | $1,599 | $8,948-82.1% | $5,417-70.5% | $10,885-85.3% |