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 | $14,017 | $106,515-86.8% | $96,683-85.5% | $139,434-89.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.95% | 38.43%-13.5pp | 35.69%-10.7pp | 372.94%-348.0pp |
| Employer contribution / active EE | $2,259 | $4,103-44.9% | $3,737-39.6% | $4,751-52.5% |
| Participant deferral / active EE | $2,402 | $5,454-56.0% | $4,878-50.8% | $6,710-64.2% |
| Admin fee / account holder | $1,202 | $7,877-84.7% | $6,730-82.1% | $11,403-89.5% |