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 | $16,841 | $108,172-84.4% | $77,482-78.3% | $158,922-89.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 23.76% | 31.67%-7.9pp | 54.79%-31.0pp | 302.83%-279.1pp |
| Employer contribution / active EE | $1,242 | $1,325-6.3% | $986+25.9% | $4,761-73.9% |
| Participant deferral / active EE | $1,523 | $2,456-38.0% | $1,861-18.2% | $5,982-74.5% |
| Admin fee / account holder | $324 | $3,708-91.3% | $2,858-88.7% | $11,246-97.1% |