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 | $37,832 | $127,065-70.2% | $113,168-66.6% | $142,382-73.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.43% | 24.03%-11.6pp | 24.27%-11.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,765 | $3,442-48.7% | $2,975-40.7% | $4,299-58.9% |
| Participant deferral / active EE | $3,246 | $5,716-43.2% | $5,107-36.4% | $6,507-50.1% |
| Admin fee / account holder | $2,877 | $15,736-81.7% | $12,068-76.2% | $12,624-77.2% |