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 | $47,488 | $228,332-79.2% | $185,823-74.4% | $158,922-70.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.30% | 40.80%-29.5pp | 35.95%-24.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,104 | $4,967-77.8% | $4,087-73.0% | $4,761-76.8% |
| Participant deferral / active EE | $2,638 | $6,415-58.9% | $5,632-53.2% | $5,982-55.9% |
| Admin fee / account holder | $479 | $11,864-96.0% | $9,500-95.0% | $11,246-95.7% |