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 | $33,113 | $83,337-60.3% | $67,834-51.2% | $273,961-87.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.46% | 259.45%-253.0pp | 138.47%-132.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $546 | $3,287-83.4% | $2,403-77.3% | $4,869-88.8% |
| Participant deferral / active EE | $3,626 | $4,088-11.3% | $3,160+14.7% | $5,287-31.4% |
| Admin fee / account holder | $341 | $6,752-94.9% | $4,622-92.6% | $10,132-96.6% |