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 | $32,426 | $148,534-78.2% | $135,903-76.1% | $139,434-76.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.22% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,502 | $5,243-52.3% | $4,856-48.5% | $4,751-47.3% |
| Participant deferral / active EE | $5,133 | $8,100-36.6% | $7,758-33.8% | $6,710-23.5% |
| Admin fee / account holder | $357 | $12,400-97.1% | $10,762-96.7% | $11,403-96.9% |