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 | $29,525 | $117,381-74.8% | $99,443-70.3% | $152,861-80.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 19.05% | 31.87%-12.8pp | 30.72%-11.7pp | 345.32%-326.3pp |
| Employer contribution / active EE | $743 | $3,013-75.3% | $2,540-70.7% | $4,762-84.4% |
| Participant deferral / active EE | $1,193 | $4,086-70.8% | $3,619-67.0% | $5,850-79.6% |
| Admin fee / account holder | $333 | $7,631-95.6% | $6,250-94.7% | $11,596-97.1% |