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 | $43,664 | $124,281-64.9% | $109,143-60.0% | $167,490-73.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.61% | 26.04%-12.4pp | 25.75%-12.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,245 | $4,207-46.6% | $3,722-39.7% | $4,837-53.6% |
| Participant deferral / active EE | $2,948 | $5,255-43.9% | $4,653-36.6% | $6,341-53.5% |
| Admin fee / account holder | $1,162 | $7,970-85.4% | $6,752-82.8% | $12,309-90.6% |