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 | $27,828 | $94,752-70.6% | $112,887-75.3% | $139,434-80.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.70% | 40.88%-24.2pp | 34.10%-17.4pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,681 | $4,625-63.7% | $4,563-63.2% | $4,751-64.6% |
| Participant deferral / active EE | $3,974 | $6,512-39.0% | $6,513-39.0% | $6,710-40.8% |
| Admin fee / account holder | $7,002 | $8,527-17.9% | $7,047-0.6% | $11,403-38.6% |