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 | $19,618 | $175,202-88.8% | $149,673-86.9% | $139,434-85.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.75% | 166.71%-148.0pp | 134.42%-115.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,594 | $5,474-70.9% | $4,818-66.9% | $4,751-66.4% |
| Participant deferral / active EE | $4,160 | $6,519-36.2% | $5,680-26.8% | $6,710-38.0% |
| Admin fee / account holder | $1,215 | $16,150-92.5% | $13,210-90.8% | $11,403-89.3% |