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 | $36,621 | $103,376-64.6% | $87,100-58.0% | $152,861-76.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.56% | 28.10%-5.5pp | 28.19%-5.6pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,651 | $3,220-48.7% | $2,521-34.5% | $4,762-65.3% |
| Participant deferral / active EE | $2,716 | $4,778-43.1% | $4,049-32.9% | $5,850-53.6% |
| Admin fee / account holder | $7,232 | $12,205-40.7% | $7,497-3.5% | $11,596-37.6% |