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 | $17,946 | $158,398-88.7% | $126,539-85.8% | $142,382-87.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.36% | 593.76%-582.4pp | 425.95%-414.6pp | 217.08%-205.7pp |
| Employer contribution / active EE | $940 | $4,650-79.8% | $3,674-74.4% | $4,299-78.1% |
| Participant deferral / active EE | $849 | $4,767-82.2% | $4,083-79.2% | $6,507-86.9% |
| Admin fee / account holder | $5,008 | $6,918-27.6% | $6,065-17.4% | $12,624-60.3% |