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 | $28,217 | $110,257-74.4% | $96,544-70.8% | $139,434-79.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.34% | 26.32%-12.0pp | 25.84%-11.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,327 | $3,620-63.3% | $2,965-55.2% | $4,751-72.1% |
| Participant deferral / active EE | $2,216 | $5,548-60.1% | $4,851-54.3% | $6,710-67.0% |
| Admin fee / account holder | $352 | $11,591-97.0% | $8,252-95.7% | $11,403-96.9% |