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 | $41,052 | $111,754-63.3% | $103,333-60.3% | $145,922-71.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.03% | 24.77%-7.7pp | 24.88%-7.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,929 | $4,212-54.2% | $3,868-50.1% | $4,660-58.6% |
| Participant deferral / active EE | $3,147 | $5,619-44.0% | $5,057-37.8% | $6,688-52.9% |
| Admin fee / account holder | $1,603 | $9,750-83.6% | $8,355-80.8% | $13,397-88.0% |