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 | $45,977 | $104,251-55.9% | $91,001-49.5% | $147,584-68.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 22.35% | 27.06%-4.7pp | 4.60%+17.8pp | 578.55%-556.2pp |
| Employer contribution / active EE | $585 | $3,116-81.2% | $2,456-76.2% | $4,876-88.0% |
| Participant deferral / active EE | $1,592 | $4,195-62.0% | $3,547-55.1% | $5,439-70.7% |
| Admin fee / account holder | $2,400 | $8,948-73.2% | $5,417-55.7% | $10,885-78.0% |