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 | $26,777 | $115,882-76.9% | $100,516-73.4% | $158,922-83.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.50% | 34.79%-27.3pp | 30.89%-23.4pp | 302.83%-295.3pp |
| Employer contribution / active EE | $959 | $4,103-76.6% | $3,418-71.9% | $4,761-79.9% |
| Participant deferral / active EE | $2,408 | $6,674-63.9% | $6,270-61.6% | $5,982-59.8% |
| Admin fee / account holder | $7,638 | $10,995-30.5% | $8,081-5.5% | $11,246-32.1% |