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 | $45,487 | $117,983-61.4% | $101,794-55.3% | $142,382-68.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.09% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,479 | $2,773-46.6% | $2,289-35.4% | $4,299-65.6% |
| Participant deferral / active EE | $5,105 | $4,714+8.3% | $4,084+25.0% | $6,507-21.5% |
| Admin fee / account holder | $964 | $10,433-90.8% | $8,777-89.0% | $12,624-92.4% |