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 | $58,530 | $228,332-74.4% | $185,823-68.5% | $158,922-63.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.35% | 40.80%-15.5pp | 35.95%-10.6pp | 302.83%-277.5pp |
| Employer contribution / active EE | $2,105 | $4,967-57.6% | $4,087-48.5% | $4,761-55.8% |
| Participant deferral / active EE | $4,123 | $6,415-35.7% | $5,632-26.8% | $5,982-31.1% |
| Admin fee / account holder | $4,353 | $11,864-63.3% | $9,500-54.2% | $11,246-61.3% |