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 | $29,794 | $104,251-71.4% | $91,001-67.3% | $147,584-79.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 33.86% | 27.06%+6.8pp | 4.60%+29.3pp | 578.55%-544.7pp |
| Employer contribution / active EE | $9,787 | $3,116+214.1% | $2,456+298.6% | $4,876+100.7% |
| Participant deferral / active EE | $18,860 | $4,195+349.6% | $3,547+431.6% | $5,439+246.8% |
| Admin fee / account holder | $2,691 | $8,948-69.9% | $5,417-50.3% | $10,885-75.3% |