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 | $29,261 | $99,079-70.5% | $77,999-62.5% | $273,961-89.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.31% | 217.93%-210.6pp | 425.96%-418.6pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,353 | $3,308-59.1% | $2,470-45.2% | $4,869-72.2% |
| Participant deferral / active EE | $1,353 | $4,306-68.6% | $3,497-61.3% | $5,287-74.4% |
| Admin fee / account holder | $1,329 | $8,954-85.2% | $5,480-75.7% | $10,132-86.9% |