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 | $39,147 | $110,257-64.5% | $96,544-59.5% | $139,434-71.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.63% | 26.32%-14.7pp | 25.84%-14.2pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,883 | $3,620-48.0% | $2,965-36.5% | $4,751-60.4% |
| Participant deferral / active EE | $3,714 | $5,548-33.1% | $4,851-23.4% | $6,710-44.7% |
| Admin fee / account holder | $6,545 | $11,591-43.5% | $8,252-20.7% | $11,403-42.6% |