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 | $28,788 | $214,378-86.6% | $200,582-85.6% | $142,382-79.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.77% | 46.41%-28.6pp | 42.33%-24.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,046 | $6,841-70.1% | $6,419-68.1% | $4,299-52.4% |
| Participant deferral / active EE | $5,665 | $9,865-42.6% | $9,331-39.3% | $6,507-12.9% |
| Admin fee / account holder | $5,376 | $17,692-69.6% | $16,305-67.0% | $12,624-57.4% |