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 | $17,836 | $69,207-74.2% | $64,056-72.2% | $139,434-87.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.81% | 45.88%-33.1pp | 33.69%-20.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,082 | $3,182-66.0% | $2,747-60.6% | $4,751-77.2% |
| Participant deferral / active EE | $1,970 | $4,682-57.9% | $3,880-49.2% | $6,710-70.6% |
| Admin fee / account holder | $1,703 | $4,244-59.9% | $3,068-44.5% | $11,403-85.1% |