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 | $15,124 | $65,685-77.0% | $57,179-73.5% | $273,961-94.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.01% | 21.99%-18.0pp | 14.59%-10.6pp | 41.45%-37.4pp |
| Employer contribution / active EE | $824 | $3,279-74.9% | $2,682-69.3% | $4,869-83.1% |
| Participant deferral / active EE | $912 | $3,782-75.9% | $3,096-70.5% | $5,287-82.7% |
| Admin fee / account holder | $533 | $4,835-89.0% | $3,139-83.0% | $10,132-94.7% |