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 | $20,573 | $45,211-54.5% | $56,429-63.5% | $70,131-70.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.0%+20.0pp | 69.5%+30.5pp |
| Annual return | 18.60% | 38.45%-19.9pp | 19.04%-0.4pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,740 | $2,737-36.4% | $3,405-48.9% | $2,342-25.7% |
| Participant deferral / active EE | $1,593 | $2,735-41.8% | $3,951-59.7% | $3,332-52.2% |
| Admin fee / account holder | $1,057 | $3,027-65.1% | $4,466-76.3% | $4,645-77.2% |