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 | $31,050 | $107,452-71.1% | $91,541-66.1% | $142,382-78.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.59% | 22.06%-9.5pp | 20.50%-7.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $753 | $2,994-74.8% | $2,505-69.9% | $4,299-82.5% |
| Participant deferral / active EE | $1,222 | $4,754-74.3% | $4,008-69.5% | $6,507-81.2% |
| Admin fee / account holder | $3,103 | $8,834-64.9% | $6,956-55.4% | $12,624-75.4% |