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 | $37,500 | $78,705-52.4% | $117,854-68.2% | $70,131-46.5% |
| Participation rate | 97.2% | 73.2%+24.0pp | 79.7%+17.6pp | 69.5%+27.7pp |
| Annual return | 16.20% | 23.30%-7.1pp | 335.08%-318.9pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,704 | $2,223-23.3% | $3,786-55.0% | $2,342-27.2% |
| Participant deferral / active EE | $4,292 | $3,297+30.2% | $4,482-4.2% | $3,332+28.8% |
| Admin fee / account holder | $1,004 | $5,065-80.2% | $8,020-87.5% | $4,645-78.4% |