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 | $31,821 | $127,386-75.0% | $115,037-72.3% | $125,391-74.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.73% | 31.28%-30.6pp | 26.14%-25.4pp | 282.22%-281.5pp |
| Employer contribution / active EE | $1,974 | $5,166-61.8% | $4,608-57.2% | $4,866-59.4% |
| Participant deferral / active EE | $4,870 | $6,423-24.2% | $6,026-19.2% | $5,352-9.0% |
| Admin fee / account holder | $718 | $9,516-92.5% | $8,175-91.2% | $9,540-92.5% |