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 | $28,313 | $85,022-66.7% | $70,515-59.8% | $139,434-79.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 16.88% | 30.38%-13.5pp | 32.77%-15.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,301 | $3,909-66.7% | $2,973-56.3% | $4,751-72.6% |
| Participant deferral / active EE | $2,260 | $5,890-61.6% | $4,567-50.5% | $6,710-66.3% |
| Admin fee / account holder | $2,686 | $8,906-69.8% | $6,412-58.1% | $11,403-76.4% |