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 | $59,915 | $117,381-49.0% | $99,443-39.7% | $152,861-60.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 24.18% | 31.87%-7.7pp | 30.72%-6.5pp | 345.32%-321.1pp |
| Employer contribution / active EE | $930 | $3,013-69.1% | $2,540-63.4% | $4,762-80.5% |
| Participant deferral / active EE | $6,875 | $4,086+68.3% | $3,619+90.0% | $5,850+17.5% |
| Admin fee / account holder | $483 | $7,631-93.7% | $6,250-92.3% | $11,596-95.8% |