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 | $40,789 | $76,000-46.3% | $154,107-73.5% | $64,186-36.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 10.28% | 30.32%-20.0pp | 735.12%-724.8pp | 7.63%+2.6pp |
| Employer contribution / active EE | $974 | $3,351-70.9% | $5,298-81.6% | $2,381-59.1% |
| Participant deferral / active EE | $2,456 | $3,175-22.7% | $5,081-51.7% | $3,470-29.2% |
| Admin fee / account holder | $986 | $5,596-82.4% | $13,411-92.6% | $4,888-79.8% |