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 | $16,488 | $161,352-89.8% | $134,172-87.7% | $137,256-88.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.29% | 28.72%-11.4pp | 25.30%-8.0pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,579 | $4,099-61.5% | $3,420-53.8% | $4,156-62.0% |
| Participant deferral / active EE | $3,699 | $5,552-33.4% | $4,690-21.1% | $6,407-42.3% |
| Admin fee / account holder | $1,754 | $15,028-88.3% | $12,016-85.4% | $12,270-85.7% |