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 | $25,903 | $90,600-71.4% | $79,464-67.4% | $135,375-80.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.00% | 977.43%-983.4pp | 718.14%-724.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $687 | $3,068-77.6% | $2,800-75.5% | $4,779-85.6% |
| Participant deferral / active EE | $1,529 | $4,050-62.3% | $3,704-58.7% | $5,609-72.7% |
| Admin fee / account holder | $1,203 | $5,907-79.6% | $5,113-76.5% | $10,827-88.9% |