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 | $44,527 | $214,378-79.2% | $200,582-77.8% | $142,382-68.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.35% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,926 | $6,841-71.8% | $6,419-70.0% | $4,299-55.2% |
| Participant deferral / active EE | $4,314 | $9,865-56.3% | $9,331-53.8% | $6,507-33.7% |
| Admin fee / account holder | $1,251 | $17,692-92.9% | $16,305-92.3% | $12,624-90.1% |