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 | $91,737 | $127,264-27.9% | $109,895-16.5% | $167,490-45.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 18.29% | 22.97%-4.7pp | 29.45%-11.2pp | 478.56%-460.3pp |
| Employer contribution / active EE | $1,078 | $3,322-67.5% | $2,842-62.1% | $4,837-77.7% |
| Participant deferral / active EE | $2,165 | $4,514-52.0% | $4,048-46.5% | $6,341-65.9% |
| Admin fee / account holder | $872 | $7,114-87.7% | $6,066-85.6% | $12,309-92.9% |