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 | $22,980 | $165,335-86.1% | $149,696-84.6% | $158,922-85.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.82% | 348.15%-332.3pp | 276.60%-260.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $3,296 | $5,103-35.4% | $4,644-29.0% | $4,761-30.8% |
| Participant deferral / active EE | $6,004 | $7,181-16.4% | $6,842-12.2% | $5,982+0.4% |
| Admin fee / account holder | $4,236 | $10,807-60.8% | $9,309-54.5% | $11,246-62.3% |