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 | $18,667 | $105,931-82.4% | $81,930-77.2% | $158,922-88.3% |
| Participation rate | 95.0% | 75.6%+19.4pp | 72.0%+23.0pp | 82.0%+13.0pp |
| Annual return | 16.13% | 38.17%-22.0pp | 29.49%-13.4pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,450 | $7,800-81.4% | $4,310-66.3% | $4,761-69.5% |
| Participant deferral / active EE | $3,878 | $13,003-70.2% | $7,107-45.4% | $5,982-35.2% |
| Admin fee / account holder | $651 | $8,489-92.3% | $5,158-87.4% | $11,246-94.2% |