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 | $22,530 | $104,251-78.4% | $91,001-75.2% | $147,584-84.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.54% | 27.06%-7.5pp | 4.60%+14.9pp | 578.55%-559.0pp |
| Employer contribution / active EE | $3,373 | $3,116+8.3% | $2,456+37.4% | $4,876-30.8% |
| Participant deferral / active EE | $3,480 | $4,195-17.1% | $3,547-1.9% | $5,439-36.0% |
| Admin fee / account holder | $694 | $8,948-92.2% | $5,417-87.2% | $10,885-93.6% |