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 | $29,127 | $84,696-65.6% | $75,696-61.5% | $167,490-82.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.37% | 199.36%-184.0pp | 104.53%-89.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $514 | $3,230-84.1% | $2,743-81.2% | $4,837-89.4% |
| Participant deferral / active EE | $1,400 | $4,580-69.4% | $3,821-63.4% | $6,341-77.9% |
| Admin fee / account holder | $4,921 | $5,355-8.1% | $3,619+36.0% | $12,309-60.0% |