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 | $3,548 | $72,071-95.1% | $68,368-94.8% | $137,256-97.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.56% | 353.14%-338.6pp | 292.57%-278.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,402 | $2,788-49.7% | $2,649-47.1% | $4,156-66.3% |
| Participant deferral / active EE | $1,701 | $4,410-61.4% | $4,123-58.7% | $6,407-73.5% |
| Admin fee / account holder | $965 | $5,336-81.9% | $5,150-81.3% | $12,270-92.1% |