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 | $41,581 | $107,334-61.3% | $92,893-55.2% | $152,861-72.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.17% | 145.58%-122.4pp | 109.41%-86.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $776 | $4,221-81.6% | $3,653-78.8% | $4,762-83.7% |
| Participant deferral / active EE | $1,542 | $4,845-68.2% | $4,236-63.6% | $5,850-73.6% |
| Admin fee / account holder | $577 | $7,079-91.9% | $5,794-90.0% | $11,596-95.0% |