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 | $49,875 | $91,538-45.5% | $129,995-61.6% | $75,163-33.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 21.64% | -631.11%+652.7pp | -137.18%+158.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $926 | $2,845-67.5% | $4,320-78.6% | $2,670-65.3% |
| Participant deferral / active EE | $2,564 | $4,341-40.9% | $5,820-55.9% | $4,125-37.8% |
| Admin fee / account holder | $3,570 | $6,790-47.4% | $10,614-66.4% | $5,651-36.8% |