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 | $41,704 | $103,376-59.7% | $87,100-52.1% | $152,861-72.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 29.04% | 28.10%+0.9pp | 28.19%+0.9pp | 345.32%-316.3pp |
| Employer contribution / active EE | $1,262 | $3,220-60.8% | $2,521-49.9% | $4,762-73.5% |
| Participant deferral / active EE | $4,438 | $4,778-7.1% | $4,049+9.6% | $5,850-24.1% |
| Admin fee / account holder | $461 | $12,205-96.2% | $7,497-93.9% | $11,596-96.0% |