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 | $175,074 | $140,578+24.5% | $100,671+73.9% | $125,391+39.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.27% | 24.67%-24.4pp | 20.43%-20.2pp | 282.22%-282.0pp |
| Employer contribution / active EE | $349 | $5,965-94.2% | $4,012-91.3% | $4,866-92.8% |
| Participant deferral / active EE | $12,000 | $3,981+201.4% | $3,144+281.7% | $5,352+124.2% |
| Admin fee / account holder | $410 | $6,716-93.9% | $4,850-91.5% | $9,540-95.7% |