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 | $58,519 | $104,251-43.9% | $91,001-35.7% | $147,584-60.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.08% | 27.06%-11.0pp | 4.60%+11.5pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,410 | $3,116-54.8% | $2,456-42.6% | $4,876-71.1% |
| Participant deferral / active EE | $1,236 | $4,195-70.5% | $3,547-65.2% | $5,439-77.3% |
| Admin fee / account holder | $431 | $8,948-95.2% | $5,417-92.1% | $10,885-96.0% |