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 | $24,199 | $104,251-76.8% | $91,001-73.4% | $147,584-83.6% |
| Participation rate | 92.9% | 78.2%+14.6pp | 75.6%+17.3pp | 82.8%+10.0pp |
| Annual return | 11.41% | 27.06%-15.7pp | 4.60%+6.8pp | 578.55%-567.1pp |
| Employer contribution / active EE | $2,645 | $3,116-15.1% | $2,456+7.7% | $4,876-45.8% |
| Participant deferral / active EE | $2,606 | $4,195-37.9% | $3,547-26.5% | $5,439-52.1% |
| Admin fee / account holder | $17,091 | $8,948+91.0% | $5,417+215.5% | $10,885+57.0% |