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 | $13,653 | $95,561-85.7% | $77,163-82.3% | $139,434-90.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.56% | 54.92%-43.4pp | 37.87%-26.3pp | 372.94%-361.4pp |
| Employer contribution / active EE | $802 | $3,147-74.5% | $2,535-68.4% | $4,751-83.1% |
| Participant deferral / active EE | $800 | $4,624-82.7% | $3,833-79.1% | $6,710-88.1% |
| Admin fee / account holder | $11,626 | $8,295+40.2% | $5,472+112.5% | $11,403+2.0% |