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 | $26,589 | $100,773-73.6% | $88,946-70.1% | $142,382-81.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.98% | 70.18%-55.2pp | 57.82%-42.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,278 | $2,918-21.9% | $2,555-10.8% | $4,299-47.0% |
| Participant deferral / active EE | $3,077 | $5,230-41.2% | $4,581-32.8% | $6,507-52.7% |
| Admin fee / account holder | $2,305 | $9,693-76.2% | $8,261-72.1% | $12,624-81.7% |