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 | $23,416 | $105,126-77.7% | $94,646-75.3% | $139,434-83.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 26.03% | 38.03%-12.0pp | 156.71%-130.7pp | 372.94%-346.9pp |
| Employer contribution / active EE | $1,683 | $4,106-59.0% | $3,672-54.2% | $4,751-64.6% |
| Participant deferral / active EE | $6,728 | $7,599-11.5% | $7,418-9.3% | $6,710+0.3% |
| Admin fee / account holder | $9,236 | $8,984+2.8% | $7,231+27.7% | $11,403-19.0% |