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 | $28,343 | $157,256-82.0% | $141,162-79.9% | $152,861-81.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.62% | 64.32%-49.7pp | 71.39%-56.8pp | 345.32%-330.7pp |
| Employer contribution / active EE | $3,616 | $5,261-31.3% | $4,735-23.6% | $4,762-24.1% |
| Participant deferral / active EE | $10,272 | $7,109+44.5% | $6,709+53.1% | $5,850+75.6% |
| Admin fee / account holder | $2,558 | $12,120-78.9% | $10,261-75.1% | $11,596-77.9% |