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 | $72,382 | $117,983-38.7% | $101,794-28.9% | $142,382-49.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.31% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $645 | $2,773-76.7% | $2,289-71.8% | $4,299-85.0% |
| Participant deferral / active EE | $3,196 | $4,714-32.2% | $4,084-21.7% | $6,507-50.9% |
| Admin fee / account holder | $1,787 | $10,433-82.9% | $8,777-79.6% | $12,624-85.8% |