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 | $33,968 | $228,332-85.1% | $185,823-81.7% | $158,922-78.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.40% | 40.80%-25.4pp | 35.95%-20.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,390 | $4,967-51.9% | $4,087-41.5% | $4,761-49.8% |
| Participant deferral / active EE | $2,772 | $6,415-56.8% | $5,632-50.8% | $5,982-53.7% |
| Admin fee / account holder | $12,382 | $11,864+4.4% | $9,500+30.3% | $11,246+10.1% |