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 | $37,792 | $110,257-65.7% | $96,544-60.9% | $139,434-72.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.00% | 26.32%-14.3pp | 25.84%-13.8pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,231 | $3,620-66.0% | $2,965-58.5% | $4,751-74.1% |
| Participant deferral / active EE | $3,821 | $5,548-31.1% | $4,851-21.2% | $6,710-43.1% |
| Admin fee / account holder | $10,772 | $11,591-7.1% | $8,252+30.5% | $11,403-5.5% |