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 | $23,200 | $127,264-81.8% | $109,895-78.9% | $167,490-86.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 19.17% | 22.97%-3.8pp | 29.45%-10.3pp | 478.56%-459.4pp |
| Employer contribution / active EE | $1,630 | $3,322-50.9% | $2,842-42.7% | $4,837-66.3% |
| Participant deferral / active EE | $3,626 | $4,514-19.7% | $4,048-10.4% | $6,341-42.8% |
| Admin fee / account holder | $2,571 | $7,114-63.9% | $6,066-57.6% | $12,309-79.1% |