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 | $34,223 | $152,587-77.6% | $125,175-72.7% | $152,861-77.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.33% | 54.84%-39.5pp | 43.79%-28.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $2,703 | $4,946-45.4% | $3,865-30.1% | $4,762-43.2% |
| Participant deferral / active EE | $3,378 | $5,868-42.4% | $4,937-31.6% | $5,850-42.3% |
| Admin fee / account holder | $2,323 | $13,434-82.7% | $9,702-76.1% | $11,596-80.0% |