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 | $20,549 | $77,634-73.5% | $156,549-86.9% | $62,891-67.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.68% | 50.32%-45.6pp | 32.23%-27.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $437 | $3,444-87.3% | $5,501-92.0% | $2,281-80.8% |
| Participant deferral / active EE | $902 | $3,045-70.4% | $4,871-81.5% | $3,203-71.8% |
| Admin fee / account holder | $1,219 | $5,561-78.1% | $13,027-90.6% | $4,296-71.6% |