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 | $18,879 | $100,901-81.3% | $75,670-75.1% | $147,584-87.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 11.57% | 35.78%-24.2pp | 27.34%-15.8pp | 578.55%-567.0pp |
| Employer contribution / active EE | $977 | $3,253-70.0% | $2,352-58.5% | $4,876-80.0% |
| Participant deferral / active EE | $1,888 | $4,027-53.1% | $3,142-39.9% | $5,439-65.3% |
| Admin fee / account holder | $528 | $11,285-95.3% | $5,800-90.9% | $10,885-95.1% |