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 | $19,534 | $127,065-84.6% | $113,168-82.7% | $142,382-86.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.05% | 24.03%-9.0pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $922 | $3,442-73.2% | $2,975-69.0% | $4,299-78.6% |
| Participant deferral / active EE | $4,199 | $5,716-26.5% | $5,107-17.8% | $6,507-35.5% |
| Admin fee / account holder | $1,863 | $15,736-88.2% | $12,068-84.6% | $12,624-85.2% |