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 | $13,075 | $105,931-87.7% | $81,930-84.0% | $158,922-91.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 10.35% | 38.17%-27.8pp | 29.49%-19.1pp | 302.83%-292.5pp |
| Employer contribution / active EE | $741 | $7,800-90.5% | $4,310-82.8% | $4,761-84.4% |
| Participant deferral / active EE | $2,307 | $13,003-82.3% | $7,107-67.5% | $5,982-61.4% |
| Admin fee / account holder | $2,834 | $8,489-66.6% | $5,158-45.0% | $11,246-74.8% |