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 | $62,700 | $228,332-72.5% | $185,823-66.3% | $158,922-60.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.98% | 40.80%-23.8pp | 35.95%-19.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $977 | $4,967-80.3% | $4,087-76.1% | $4,761-79.5% |
| Participant deferral / active EE | $4,344 | $6,415-32.3% | $5,632-22.9% | $5,982-27.4% |
| Admin fee / account holder | $1,550 | $11,864-86.9% | $9,500-83.7% | $11,246-86.2% |