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 | $28,466 | $99,918-71.5% | $81,382-65.0% | $145,922-80.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.55% | 34.32%-24.8pp | 24.73%-15.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,088 | $2,978-63.5% | $2,463-55.8% | $4,660-76.7% |
| Participant deferral / active EE | $1,153 | $4,605-75.0% | $3,883-70.3% | $6,688-82.8% |
| Admin fee / account holder | $1,446 | $8,212-82.4% | $5,768-74.9% | $13,397-89.2% |