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 | $60,888 | $124,319-51.0% | $111,297-45.3% | $167,490-63.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 22.68% | 37.44%-14.8pp | 54.65%-32.0pp | 478.56%-455.9pp |
| Employer contribution / active EE | $728 | $3,435-78.8% | $2,731-73.3% | $4,837-84.9% |
| Participant deferral / active EE | $2,456 | $5,180-52.6% | $4,487-45.3% | $6,341-61.3% |
| Admin fee / account holder | $604 | $10,618-94.3% | $7,964-92.4% | $12,309-95.1% |