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 | $74,888-95.3% | $71,209-95.0% | $142,382-97.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.56% | 345.14%-330.6pp | 282.51%-268.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,402 | $2,854-50.9% | $2,721-48.5% | $4,299-67.4% |
| Participant deferral / active EE | $1,701 | $4,454-61.8% | $4,175-59.3% | $6,507-73.9% |
| Admin fee / account holder | $965 | $5,568-82.7% | $5,349-82.0% | $12,624-92.4% |