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 3-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 | $34,265 | $117,983-71.0% | $101,794-66.3% | $142,382-75.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.04% | 36.92%-19.9pp | 30.53%-13.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,341 | $2,773-51.6% | $2,289-41.4% | $4,299-68.8% |
| Participant deferral / active EE | $1,375 | $4,714-70.8% | $4,084-66.3% | $6,507-78.9% |
| Admin fee / account holder | $3,802 | $10,433-63.6% | $8,777-56.7% | $12,624-69.9% |