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 | $29,740 | $101,069-70.6% | $81,478-63.5% | $147,584-79.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 41.52% | 32.40%+9.1pp | 38.78%+2.7pp | 578.55%-537.0pp |
| Employer contribution / active EE | $2,061 | $3,205-35.7% | $2,568-19.7% | $4,876-57.7% |
| Participant deferral / active EE | $7,649 | $4,242+80.3% | $3,537+116.3% | $5,439+40.6% |
| Admin fee / account holder | $1,036 | $5,812-82.2% | $4,561-77.3% | $10,885-90.5% |