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 | $21,019 | $100,901-79.2% | $75,670-72.2% | $147,584-85.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 11.96% | 35.78%-23.8pp | 27.34%-15.4pp | 578.55%-566.6pp |
| Employer contribution / active EE | $3,498 | $3,253+7.5% | $2,352+48.7% | $4,876-28.3% |
| Participant deferral / active EE | $4,552 | $4,027+13.0% | $3,142+44.8% | $5,439-16.3% |
| Admin fee / account holder | $9,130 | $11,285-19.1% | $5,800+57.4% | $10,885-16.1% |