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 | $79,809 | $118,427-32.6% | $66,042+20.8% | $142,382-43.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 15.27% | 35.57%-20.3pp | 52.11%-36.8pp | 217.08%-201.8pp |
| Employer contribution / active EE | $372 | $2,570-85.5% | $1,579-76.5% | $4,299-91.4% |
| Participant deferral / active EE | $3,934 | $4,311-8.8% | $2,835+38.7% | $6,507-39.5% |
| Admin fee / account holder | $1,805 | $9,593-81.2% | $5,747-68.6% | $12,624-85.7% |