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 | $19,680 | $77,730-74.7% | $70,164-72.0% | $139,434-85.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.72% | 18.98%-5.3pp | 18.87%-5.1pp | 372.94%-359.2pp |
| Employer contribution / active EE | $3,997 | $4,990-19.9% | $4,287-6.8% | $4,751-15.9% |
| Participant deferral / active EE | $4,634 | $6,448-28.1% | $5,395-14.1% | $6,710-30.9% |
| Admin fee / account holder | $533 | $5,368-90.1% | $4,561-88.3% | $11,403-95.3% |