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 | $25,567 | $163,101-84.3% | $136,749-81.3% | $142,382-82.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.71% | 27.54%-14.8pp | 24.33%-11.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,421 | $4,117-65.5% | $3,400-58.2% | $4,299-66.9% |
| Participant deferral / active EE | $1,418 | $5,585-74.6% | $4,692-69.8% | $6,507-78.2% |
| Admin fee / account holder | $7,971 | $14,318-44.3% | $11,386-30.0% | $12,624-36.9% |